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Focus Partners Wealth: ZION position timeline

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

Focus Partners Wealth held 88,446 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,446 shares
    Change vs previous 13F +9,844 shares

    0.01% of the 13F portfolio, value $6,119,927.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,607 shares
    • Focus Partners Advisor Solutions, LLC: 7,839 shares

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

  2. period ended2026-03-31
    13F 78,602 shares
    Change vs previous 13F +26,425 shares

    <0.01% of the 13F portfolio, value $4,572,244.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 72,150 shares
    • Focus Partners Advisor Solutions, LLC: 6,452 shares

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

  3. period ended2025-12-31
    13F 52,177 shares
    Change vs previous 13F +26,784 shares

    <0.01% of the 13F portfolio, value $3,054,513.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 52,177 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 25,393 shares
    Change vs previous 13F -1,818 shares

    <0.01% of the 13F portfolio, value $1,433,125.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,525 shares
    • Focus Partners Advisor Solutions, LLC: 6,868 shares

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

  5. period ended2025-06-30
    13F 27,211 shares
    Change vs previous 13F -5,872 shares

    <0.01% of the 13F portfolio, value $1,413,354.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,983 shares
    • Focus Partners Advisor Solutions, LLC: 9,228 shares

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

  6. period ended2025-03-31
    13F/A 33,083 shares
    Change vs previous 13F +4,600 shares

    <0.01% of the 13F portfolio, value $1,649,545.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,502 shares
    • Focus Partners Advisor Solutions, LLC: 11,581 shares

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

  7. period ended2024-12-31
    13F/A 28,483 shares
    Change vs previous 13F +4,554 shares

    <0.01% of the 13F portfolio, value $1,545,259.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 23,081 shares
    • Focus Partners Advisor Solutions, LLC: 5,402 shares

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

  8. period ended2024-09-30
    13F 23,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,130,007.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,785 shares
    • Focus Partners Advisor Solutions, LLC: 7,144 shares

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