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World Asset Management Inc: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of World Asset Management Inc on ZION, newest first. How the timeline and the estimate are built.

World Asset Management Inc held 4,910 ZION shares at 2021-09-30 per its 13F-HR filed 2021-11-10.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 4,910 shares
    Change vs previous 13F -181 shares

    0.03% of the 13F portfolio, value $304,000.

    13F-HR 0001389215-21-000006 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 5,091 shares
    Change vs previous 13F -106 shares

    0.02% of the 13F portfolio, value $269,000.

    13F-HR 0001389215-21-000005 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 5,197 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $290,000.

    13F-HR 0001389215-21-000004 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 5,370 shares
    Change vs previous 13F +5,370 shares

    0.02% of the 13F portfolio, value $233,000.

    13F-HR 0001389215-21-000002 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 0 shares
    Change vs previous 13F -7,602 shares

    13F-HR 0001389215-20-000003 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2020-03-31
    13F 7,602 shares
    Change vs previous 13F -1,952 shares

    0.02% of the 13F portfolio, value $203,000.

    13F-HR 0001389215-20-000002 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 9,554 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $496,000.

    13F-HR 0001389215-20-000001 filed by World Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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