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Integrated Wealth Concepts LLC: ZTS position timeline

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

Integrated Wealth Concepts LLC held 6,357 ZTS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,357 shares
    Change vs previous 13F -1,160 shares

    <0.01% of the 13F portfolio, value $456,794.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 7,517 shares
    Change vs previous 13F +2,965 shares

    0.01% of the 13F portfolio, value $888,630.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 4,552 shares
    Change vs previous 13F -6,613 shares

    0.01% of the 13F portfolio, value $572,702.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 11,165 shares
    Change vs previous 13F -1,937 shares

    0.01% of the 13F portfolio, value $1,633,643.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 13,102 shares
    Change vs previous 13F +5,549 shares

    0.02% of the 13F portfolio, value $2,043,287.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 7,553 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $1,243,570.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 6,665 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $1,085,992.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 7,271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,420,672.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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