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Disclosery

Caldwell Trust Co: ZTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on ZTS, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 345 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345 shares
    Change vs previous 13F -2,593 shares

    <0.01% of the 13F portfolio, value $24,792.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 2,938 shares
    Change vs previous 13F -1,329 shares

    0.03% of the 13F portfolio, value $347,301.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 4,267 shares
    Change vs previous 13F -7,732 shares

    0.05% of the 13F portfolio, value $536,874.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,999 shares
    Change vs previous 13F -148 shares

    0.16% of the 13F portfolio, value $1,755,694.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,147 shares
    Change vs previous 13F -810 shares

    0.19% of the 13F portfolio, value $1,894,325.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,957 shares
    Change vs previous 13F +3,051 shares

    0.23% of the 13F portfolio, value $2,133,370.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,906 shares
    Change vs previous 13F -1,224 shares

    0.17% of the 13F portfolio, value $1,613,985.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,130 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,174,579.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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