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Sanctuary Advisors, LLC: ZROZ position timeline

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

Sanctuary Advisors, LLC held 21,699 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,699 shares
    Change vs previous 13F -793 shares

    0.01% of the 13F portfolio, value $1,390,916.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, 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 22,492 shares
    Change vs previous 13F +10,836 shares

    0.01% of the 13F portfolio, value $1,439,707.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, 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 11,656 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $748,889.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, 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/A 11,402 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $774,861.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, 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 11,570 shares
    Change vs previous 13F -1,334 shares

    <0.01% of the 13F portfolio, value $775,981.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, 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 12,904 shares
    Change vs previous 13F +1,504 shares

    0.01% of the 13F portfolio, value $924,293.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 11,400 shares
    Change vs previous 13F -5,009 shares

    <0.01% of the 13F portfolio, value $782,476.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 16,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,194,888.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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