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RiverFront Investment Group, LLC: ZROZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RiverFront Investment Group, LLC on ZROZ, newest first. How the timeline and the estimate are built.

RiverFront Investment Group, LLC held 557,422 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 557,422 shares
    Change vs previous 13F +1,084 shares

    0.47% of the 13F portfolio, value $35,730,798.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 556,338 shares
    Change vs previous 13F +47,669 shares

    0.55% of the 13F portfolio, value $35,611,172.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 508,669 shares
    Change vs previous 13F +36,731 shares

    0.54% of the 13F portfolio, value $32,682,045.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 471,938 shares
    Change vs previous 13F +38,039 shares

    0.56% of the 13F portfolio, value $32,116,705.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 433,899 shares
    Change vs previous 13F +184,605 shares

    0.57% of the 13F portfolio, value $29,101,609.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 249,294 shares
    Change vs previous 13F -3,214 shares

    0.4% of the 13F portfolio, value $17,856,963.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 252,508 shares
    Change vs previous 13F +222,038 shares

    0.39% of the 13F portfolio, value $17,327,163.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,470 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,511,342.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).