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5%+ stakes · Schedule 13D and 13G

Z Squared Inc: 5%+ holders

Who has reported owning 5% or more of Z Squared Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more0
Filings7
Latest filing2026-07-31

Z Squared Inc has 7 Schedule 13D or 13G filings on record since 2026-01-30. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Vanguard Capital Management3.41%1,759,065SCHEDULE 13G/A, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
BSG Series CM, LLC0%0SCHEDULE 13D/A, 2026-05-152026-04-30

Purpose of Transaction (Item 4)

BSG Series CM, LLC

Item 4 of the Original Statement is hereby amended and restated in its entirety as follows: On April 30, 2026 (the "Distribution Date"), the Reporting Person completed a pro rata distribution of all 41,521,276 shares of Common Stock then held by it (the "Distributed Shares") to its members, (the "Members"), in accordance with their respective percentage membership interests in the Reporting Person (the "Distribution"). No consideration was paid or received by the Reporting Person or its Members in connection with the Distribution. Following the Distribution, the Reporting Person has no further investment intent with respect to the Common Stock and does not beneficially own any shares of Common Stock of the Issuer.Item 4 of the SCHEDULE 13D/A filed 2026-05-15

Timeline

FiledHolderPercentFiling
2026-01-30The Vanguard Group6.35%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management5.57%SCHEDULE 13G
2026-05-04BSG Series CM, LLC80.73%SCHEDULE 13D
2026-05-04Vanguard Capital Management5.57%SCHEDULE 13G
2026-05-15BSG Series CM, LLC0%SCHEDULE 13D/A
2026-07-31Vanguard Capital Management3.41%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/z-squared
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Z Squared Inc 5%+ holders: stakes filed. MentionFox, 2026-09-27. https://mentionfox.com/stakes/z-squared