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Zinnia Wealth Advisory, LLC: GUT position timeline

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

Zinnia Wealth Advisory, LLC held 15,082 GUT 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 15,082 shares
    Change vs previous 13F +65 shares

    0.1% of the 13F portfolio, value $99,392.

    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 15,017 shares
    Change vs previous 13F -4,361 shares

    0.1% of the 13F portfolio, value $90,850.

    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 19,378 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $116,852.

    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).