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Disclosery

HB Wealth Management, LLC: ZS position timeline

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

HB Wealth Management, LLC held 3,182 ZS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,182 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $449,139.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 2,739 shares
    Change vs previous 13F -409 shares

    <0.01% of the 13F portfolio, value $384,254.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 3,148 shares
    Change vs previous 13F -541 shares

    <0.01% of the 13F portfolio, value $708,048.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,689 shares
    Change vs previous 13F +1,061 shares

    0.01% of the 13F portfolio, value $1,105,446.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,628 shares
    Change vs previous 13F -599 shares

    0.01% of the 13F portfolio, value $825,034.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,227 shares
    Change vs previous 13F -623 shares

    0.01% of the 13F portfolio, value $640,301.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,850 shares
    Change vs previous 13F +471 shares

    0.01% of the 13F portfolio, value $694,962.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,379 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,606.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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