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Wolff Financial Management LLC → MZTI

Wolff Financial Management LLC MZTI Position History

The Marzetti Company • Manufacturing

Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$3.4M
Q2 2026$2.8M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M24.5K——
Q2 2026$2.8M24.5K——
Q1 2026$3.4M24.5K——
Q4 2025$4M24.5K——

Other funds holding MZTI

Other Wolff Financial Management LLC positions

VGES

VANGUARD INDEX FDS

$50.8M
VGES

VANGUARD TAX-MANAGED FDS

$50M
VGES

VANGUARD TAX-MANAGED FDS

$49.6M
VGES

VANGUARD INDEX FDS

$48.6M
VGES

VANGUARD TAX-MANAGED FDS

$46.3M
VGES

VANGUARD INDEX FDS

$44.6M
VGES

VANGUARD TAX-MANAGED FDS

$44.5M
ETHA

ISHARES TR

$42.8M