APPLETON PARTNERS INC/MA: ZTS position timeline

APPLETON PARTNERS INC/MA held 0 ZTS shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -15,037 shares

   13F-HR 0001193125-26-187304 filed by APPLETON PARTNERS INC/MA
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 15,037 shares

   Change vs previous 13F -1,136 shares

   0.12% of the 13F portfolio, value $1,892,000.

   13F-HR 0001193125-26-008702 filed by APPLETON PARTNERS INC/MA
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 16,173 shares

   Change vs previous 13F -64,736 shares

   0.16% of the 13F portfolio, value $2,366,000.

   13F-HR 0001193125-25-266475 filed by APPLETON PARTNERS INC/MA
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 80,909 shares

   Change vs previous 13F -2,189 shares

   0.89% of the 13F portfolio, value $12,618,000.

   13F-HR 0000950123-25-006529 filed by APPLETON PARTNERS INC/MA
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 83,098 shares

   Change vs previous 13F -1,659 shares

   1.06% of the 13F portfolio, value $13,682,000.

   13F-HR 0000950123-25-003620 filed by APPLETON PARTNERS INC/MA
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 84,757 shares

   Change vs previous 13F -2,832 shares

   1.02% of the 13F portfolio, value $13,809,000.

   13F-HR 0000950123-25-000642 filed by APPLETON PARTNERS INC/MA
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 87,589 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $17,113,000.

   13F-HR 0000950123-24-009449 filed by APPLETON PARTNERS INC/MA
   Filed 2024-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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