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Disclosery

GoalVest Advisory LLC: ZTS position timeline

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

GoalVest Advisory LLC held 126 ZTS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $8,799.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $2,300.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 180 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $21,278.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 480 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $60,394.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 602 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $88,085.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 602 shares
    Change vs previous 13F +162 shares

    0.02% of the 13F portfolio, value $93,882.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 440 shares
    Change vs previous 13F +173 shares

    0.02% of the 13F portfolio, value $72,446.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,502.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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