True Wealth Design’s Zevia ZVIA Stock Holding History

True Wealth Design’s Portfolio ZVIA Stock Details ZVIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30	Sell	25 -527	-95%	-$776	﹤0.01%	2538
2026 Q2	$900	Buy	552 +432	+360%	+$587	﹤0.01%	2025
2026 Q1	$141	Buy	120 +111	+1,233%	+$176	﹤0.01%	2398
2025 Q4	$21	Buy	+9	New	+$22	﹤0.01%	2482

Other funds holding ZVIA

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's ZVIA Position: Q3 2026 in Review

True Wealth Design reduced its Zevia (ZVIA) stake by 95% in Q3 2026, selling an estimated $776 and leaving 25 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

True Wealth Design first reported a position in ZVIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $900 in Q2 2026. 7 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

True Wealth Design held 25 shares of Zevia worth $30 as of Q3 2026.
True Wealth Design sold 527 Zevia shares in Q3 2026, an estimated $776.
Zevia made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2538 holding.
True Wealth Design first reported a position in Zevia in Q4 2025 and has held it in 4 quarters since.
True Wealth Design's Zevia position peaked at $900 in Q2 2026.
7 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.