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Disclosery

Cerity Partners LLC: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on ZION, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 47,787 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,787 shares
    Change vs previous 13F -565 shares

    <0.01% of the 13F portfolio, value $3,306,401.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 48,352 shares
    Change vs previous 13F -6,035 shares

    <0.01% of the 13F portfolio, value $2,786,081.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 54,387 shares
    Change vs previous 13F -7,905 shares

    <0.01% of the 13F portfolio, value $3,183,855.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 62,292 shares
    Change vs previous 13F +21,106 shares

    0.01% of the 13F portfolio, value $3,524,446.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 41,186 shares
    Change vs previous 13F -3,115 shares

    <0.01% of the 13F portfolio, value $2,139,196.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,301 shares
    Change vs previous 13F +14,121 shares

    <0.01% of the 13F portfolio, value $2,208,867.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 30,180 shares
    Change vs previous 13F -607 shares

    <0.01% of the 13F portfolio, value $1,524,636.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,787 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,453,786.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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