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Disclosery

Advisors Asset Management, Inc.: ZTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ZTR, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 184,618 ZTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,618 shares
    Change vs previous 13F -3,074 shares

    0.02% of the 13F portfolio, value $1,260,941.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 187,692 shares
    Change vs previous 13F +57,248 shares

    0.02% of the 13F portfolio, value $1,242,521.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 130,444 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $821,797.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).