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EP Wealth Advisors, LLC: ZTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on ZTS, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 392,719 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,719 shares
    Change vs previous 13F +78,189 shares

    0.11% of the 13F portfolio, value $28,220,797.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    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 314,530 shares
    Change vs previous 13F +33,456 shares

    0.18% of the 13F portfolio, value $37,180,648.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    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 281,074 shares
    Change vs previous 13F +8,689 shares

    0.18% of the 13F portfolio, value $35,364,746.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 272,385 shares
    Change vs previous 13F +13,267 shares

    0.28% of the 13F portfolio, value $42,478,452.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 259,118 shares
    Change vs previous 13F +12,018 shares

    0.34% of the 13F portfolio, value $42,663,807.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 247,100 shares
    Change vs previous 13F +4,498 shares

    0.33% of the 13F portfolio, value $40,260,060.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 242,602 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $47,399,469.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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