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Zinnia Wealth Advisory, LLC: MBB position timeline

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

Zinnia Wealth Advisory, LLC held 15,199 MBB 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 15,199 shares
    Change vs previous 13F +580 shares

    1.47% of the 13F portfolio, value $1,436,609.

    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 14,619 shares
    Change vs previous 13F +7,399 shares

    1.55% of the 13F portfolio, value $1,388,074.

    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 7,220 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $687,488.

    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).