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Zinnia Wealth Advisory, LLCGrowthConcentrated trader

CIK: 0002073676 | Ocala, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR97$98.1M2026-07-30SEC ↗
Q1 2026
13F-HR96$89.3M2026-05-08SEC ↗
Q4 2025
13F-HR91$92.5M2026-02-13SEC ↗