Farther Finance Advisors, LLC ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows ZROZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZROZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZROZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held ZROZ — position size vs. price
% of Fund (quarterly)    ZROZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,287 -76 -3.2% 0.00% $145K 2026-04-07 $63.63
2025 Q4 UNCHANGED 2,363 0% 0.00% $152K 2026-01-23 $64.27
2025 Q3 UNCHANGED 2,363 0% 0.00% $161K 2025-10-14 $67.60
2025 Q2 INITIATED 2,363 0.00% $158K 2025-07-11 $61.27

FAQ About Farther Finance Advisors, LLC and ZROZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning ZROZ?

Farther Finance Advisors, LLC reported ZROZ across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ZROZ position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for ZROZ was 0.00% in 2025 Q2.

What is the latest reported ZROZ position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 2,287 shares, equal to 0.00% of portfolio, with an estimated market value of $145K.

What does the chart on this ZROZ ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly ZROZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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