ZVIA — ZEVIA PBC

Ownership history in CreativeOne Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in ZEVIA PBC (ZVIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 28,162 +8,787 +45.4% 0.00% $77K $2.72
2025 Q2 INITIATED 19,375 — — 0.00% $62K $3.22
% of Fund (quarterly)    ZVIA price (monthly, adj. close)

Other funds also holding ZVIA

As of 2025 Q4 — sorted by position size

Topline Capital Management, LLC 1.08% Divisadero Street Capital Management, LP 3Y 0.35% CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3Y 7Y 0.07% ArrowMark Colorado Holdings LLC 3Y 7Y 0.04% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.03% Jefferies Financial Group Inc. 3Y 7Y 0.02% Catalina Capital Group, LLC 0.01% EMERALD ADVISERS, LLC 3Y 7Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01%
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