Position in GAB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$355,628
-$31,896 QoQ
Shares Held
63,505
+1.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Zinnia Wealth Advisory, LLC holds $620,088 across 3 Asset Management names. GAB ranks #1 (57.4% of the industry book) .
All Filings in GAB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,628 | 63,505 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $387,524 | 62,808 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||