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SECURED RETIREMENT ADVISORS, LLC: ZALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SECURED RETIREMENT ADVISORS, LLC on ZALT, newest first. How the timeline and the estimate are built.

SECURED RETIREMENT ADVISORS, LLC held 37,021 ZALT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,021 shares
    Change vs previous 13F -622 shares

    0.64% of the 13F portfolio, value $1,253,901.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT 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 37,643 shares
    Change vs previous 13F -178 shares

    0.69% of the 13F portfolio, value $1,221,892.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT 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 37,821 shares
    Change vs previous 13F -3,335 shares

    0.69% of the 13F portfolio, value $1,231,830.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT 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 41,156 shares
    Change vs previous 13F -3,023 shares

    0.73% of the 13F portfolio, value $1,312,053.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT 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 44,179 shares
    Change vs previous 13F +3,163 shares

    0.81% of the 13F portfolio, value $1,360,713.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT 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 41,016 shares
    Change vs previous 13F +4,817 shares

    0.79% of the 13F portfolio, value $1,221,046.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT 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 36,199 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,077,282.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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