ZVIA Zevia PBCcompanySEC Filings & Insider Trading Activity 2026
Latest Zevia PBC (ZVIA) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 25, 2026, a 10-Q quarterly report filed on May 6, 2026, an 8-K current report filed on August 5, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Zevia PBC (ZVIA) (SEC CIK 1854139), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Holding company controlling Zevia LLC, operating natural, zero-calorie beverage brands
- • New structure post-IPO July 26, 2021, reflecting controlling interest with non-controlling minority stakeholders
- • Strategic emphasis on public benefit corporation status since incorporation March 2021, highlighting social mission
- • Consolidation of Zevia LLC financials with non-controlling interest accounted separately in year 2026 filing
- • Distinctive transition year marking Zevia's shift from private to public benefit corporation with IPO completion
Risk Factors
- • Tariffs and global trade policies causing increased supply chain challenges and commodity cost volatility, raising cost of goods sold in 2025 and expected ongoing impact
- • Exposure to U.S.-China political tensions and global hostilities potentially disrupting economies and financial markets, risking access to additional capital
- • Dependence on third-party contract manufacturers in U.S. and Canada with purchase commitments only for first three months, risking production continuity
- • Pricing pressure and competitive risks amid increased marketing spend to grow brand, with distribution shifts affecting volume in mass and club channels
- • Tax Receivable Agreement obligations up to $58.9 million through 2040 contingent on sufficient taxable income, impacting future liquidity and cash flows
Management Discussion & Analysis
- • Revenue and profit details not disclosed in provided text
- • No segment performance data available
- • No cash flow or capital allocation information provided
- • Management highlights risks and uncertainties affecting future results
- • No explicit guidance or financial outlook stated
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Annual Reports Archive10-K
AI-powered analysis of Zevia PBC (ZVIA) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Zevia PBC (ZVIA) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Zevia PBC (ZVIA) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $155.0M | $161.3M |
| Gross Profit | - | $71.9M | $77.4M |
| Operating Income | - | -$23.7M | -$11.8M |
| Net Income | - | -$20.0M | -$9.9M |
| Gross Margin | - | 46.4% | 48.0% |
| Op. Margin | - | -15.3% | -7.3% |
| Net Margin | - | -12.9% | -6.2% |
| Balance Sheet | |||
| Total Assets | $90.9M | $68.0M | $63.6M |
| Equity | - | $64.9M | $51.0M |
| ROE | - | -30.8% | -19.4% |
| Per Share | |||
| EPS | $-0.41 | $-0.34 | $-0.15 |
| Cash Flow | |||
| Operating CF | - | -$1.0M | -$4.7M |
| CapEx | - | $283K | $307K |
Source: XBRL financial data from Zevia PBC (ZVIA) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 5, 2026 | - | - | - |
8-K | Jun 15, 2026 | - | - | - |
8-K | Jun 15, 2026 | - | - | - |
8-K | May 18, 2026 | - | - | |
10-Q | May 6, 2026 | Mar 31, 2026 | - | |
8-K | May 6, 2026 | - | - | |
10-K | Feb 25, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 25, 2026 | - | Analysis | - |
8-K | Jan 7, 2026 | - | - | |
10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 6, 2025 | Jun 30, 2025 | - | |
10-Q | May 7, 2025 | Mar 31, 2025 | - | |
10-K | Feb 26, 2025 | Dec 31, 2024 | - | |
10-Q | Nov 6, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 7, 2024 | Jun 30, 2024 | - | |
10-Q | May 8, 2024 | Mar 31, 2024 | - | |
10-K | Mar 6, 2024 | Dec 31, 2023 | - | |
10-Q | Nov 7, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 8, 2023 | Jun 30, 2023 | - | |
10-Q | May 9, 2023 | Mar 31, 2023 | - | |
10-K | Mar 10, 2023 | Dec 31, 2022 | - | |
10-Q | Nov 10, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 11, 2022 | Jun 30, 2022 | - | |
10-Q | May 12, 2022 | Mar 31, 2022 | - | |
10-K | Mar 11, 2022 | Dec 31, 2021 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate ZVIA share value held by 13F filers tracked by SignalX, by quarter.
- AQR Capital Management+417.8K (+373%)
- Renaissance Technologies LLC+203.0K (+33%)
- D.E. Shaw & Co+86.8K (+25%)
- State Street Corp+13.1K (+3%)
- BNY Mellon+12.8K (+13%)
- Two Sigma Investments543.4K (-80%)
- Citadel Advisors LLC300.4K (-84%)
- Dimensional Fund Advisors221.4K (-51%)
- Morgan Stanley64.0K (-55%)
- BlackRock54.5K (-2%)
- Vanguard Group Inc−2.28M
- JPMorgan Chase & Co−77.1K
- Millennium Management−64.4K
- Invesco Ltd−25.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 124 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest ZVIA SEC filings in 2026?
Zevia PBC (ZVIA) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did ZVIA file its most recent 10-K annual report?
Zevia PBC (ZVIA) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view ZVIA 10-Q quarterly reports?
Zevia PBC (ZVIA)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every ZVIA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has ZVIA filed recently?
Zevia PBC (ZVIA)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find ZVIA insider trading activity (Form 4)?
SignalX aggregates every ZVIA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does ZVIA file with the SEC?
Zevia PBC (ZVIA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ZVIA filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Zevia PBC (ZVIA).
What is ZVIA's SEC CIK number?
Zevia PBC (ZVIA)'s SEC CIK (Central Index Key) number is 1854139. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1854139 to look up all ZVIA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find ZVIA return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Zevia PBC (ZVIA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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