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Zinnia Wealth Advisory, LLC: FDIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zinnia Wealth Advisory, LLC on FDIS, newest first. How the timeline and the estimate are built.

Zinnia Wealth Advisory, LLC held 3,729 FDIS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,729 shares
    Change vs previous 13F -36 shares

    0.39% of the 13F portfolio, value $383,490.

    13F-HR 0002073676-26-000003 filed by Zinnia Wealth Advisory, 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 3,765 shares
    Change vs previous 13F -415 shares

    0.39% of the 13F portfolio, value $351,124.

    13F-HR 0002073676-26-000002 filed by Zinnia Wealth Advisory, 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 4,180 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $427,029.

    13F-HR 0002073676-26-000001 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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