Skip to content

Legacy Wealth Management, LLC / MS: ZTS position timeline

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

Legacy Wealth Management, LLC / MS held 3,580 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,580 shares
    Change vs previous 13F -3,638 shares

    0.07% of the 13F portfolio, value $257,259.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 7,218 shares
    Change vs previous 13F -1,487 shares

    0.24% of the 13F portfolio, value $853,240.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 8,705 shares
    Change vs previous 13F -5,719 shares

    0.29% of the 13F portfolio, value $1,095,263.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 14,424 shares
    Change vs previous 13F -3,770 shares

    0.64% of the 13F portfolio, value $2,110,520.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 18,194 shares
    Change vs previous 13F -595 shares

    0.86% of the 13F portfolio, value $2,837,354.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 18,789 shares
    Change vs previous 13F -125 shares

    1.01% of the 13F portfolio, value $3,093,609.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 18,914 shares
    Change vs previous 13F -891 shares

    1.22% of the 13F portfolio, value $3,081,658.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 19,805 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,869,501.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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