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TRUE Private Wealth Advisors: ZECP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on ZECP, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 233,900 ZECP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,900 shares
    Change vs previous 13F +2,695 shares

    0.76% of the 13F portfolio, value $8,827,401.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 231,205 shares
    Change vs previous 13F -22,554 shares

    0.75% of the 13F portfolio, value $7,821,682.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 253,759 shares
    Change vs previous 13F -13,729 shares

    0.88% of the 13F portfolio, value $8,820,668.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 267,488 shares
    Change vs previous 13F -5,477 shares

    0.92% of the 13F portfolio, value $8,992,971.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 272,965 shares
    Change vs previous 13F +37,916 shares

    0.98% of the 13F portfolio, value $8,710,329.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 235,049 shares
    Change vs previous 13F +53,782 shares

    0.86% of the 13F portfolio, value $7,072,622.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 181,267 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,520,490.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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