Skip to content
Disclosery

Zinnia Wealth Advisory, LLC: SPEM position timeline

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

Zinnia Wealth Advisory, LLC held 42,078 SPEM 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 42,078 shares
    Change vs previous 13F -36,212 shares

    2.22% of the 13F portfolio, value $2,178,797.

    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 78,290 shares
    Change vs previous 13F +35,073 shares

    4.11% of the 13F portfolio, value $3,672,584.

    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 43,217 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,022,988.

    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).