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Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Towerpoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of ZION by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−51,642−100.0%Sold outHolders
Q4 202251,642$51.6K<0.1%00.0%UnchangedHolders
Q3 202251,642$52.0K<0.1%00.0%UnchangedHolders
Q2 202251,642$52.0K<0.1%00.0%UnchangedHolders
Q1 202251,642$52.0K<0.1%00.0%UnchangedHolders
Q4 202151,642$52.0K<0.1%00.0%UnchangedHolders
Q3 202151,642$52.0K<0.1%+928+1.8%AddedHolders
Q2 202150,714$51.0K<0.1%00.0%UnchangedHolders
Q1 202150,714$51.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.