ZALT β€” Innovator US Equity 10 Buffer ETF - Qtrly

Ownership history in Share Andrew L.  Β·  4 quarters on record

AI Ownership Summary

Share Andrew L. reported Innovator US Equity 10 Buffer ETF - Qtrly (ZALT) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows ZALT at 0.16% 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 ZALT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Share Andrew L.'s position in Innovator US Equity 10 Buffer ETF - Qtrly, 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
2025 Q4

ZALT was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Share Andrew L. held ZALT β€” position size vs. price
% of Fund (quarterly)    ZALT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,930 β€” 0% 0.16% $323K 2026-02-14 (Est.) $32.67
2025 Q3 UNCHANGED 9,930 β€” 0% 0.22% $317K 2025-11-05 $32.19
2025 Q2 UNCHANGED 9,930 β€” 0% 0.21% $306K 2025-08-08 $31.35
2025 Q1 INITIATED 9,930 β€” β€” 0.22% $296K 2025-04-17 $29.03

FAQ About Share Andrew L. and ZALT

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

How long has Share Andrew L. reported owning ZALT?

Share Andrew L. reported ZALT across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ZALT position in Share Andrew L.'s portfolio?

The largest reported portfolio weight for ZALT was 0.22% in 2025 Q3.

What is the latest reported ZALT position on this page?

The most recent filing on this page is 2025 Q4, when Share Andrew L. reported 9,930 shares, equal to 0.16% of portfolio, with an estimated market value of $323K.

What does the chart on this ZALT ownership page compare?

The chart compares Share Andrew L.'s quarterly ZALT 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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