Broadway Wealth Solutions, Inc.: ZTS position timeline

Broadway Wealth Solutions, Inc. held 0 ZTS shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,026 shares

   13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-01-29 (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).

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

2. period ended2025-09-30

   13F 2,026 shares

   Change vs previous 13F +214 shares

   0.17% of the 13F portfolio, value $296,401.

   13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-11-10 (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).

3. period ended2025-06-30

   13F 1,812 shares

   Change vs previous 13F +66 shares

   0.18% of the 13F portfolio, value $282,625.

   13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-07-18 (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).

4. period ended2025-03-31

   13F 1,746 shares

   Change vs previous 13F +73 shares

   0.21% of the 13F portfolio, value $287,463.

   13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-04-14 (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).

5. period ended2024-12-31

   13F 1,673 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $272,567.

   13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-02-12 (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).