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Disclosery

LPL Financial LLC: ZETA position timeline

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

LPL Financial LLC held 351,400 ZETA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 351,400 shares
    Change vs previous 13F +77,007 shares

    <0.01% of the 13F portfolio, value $6,915,552.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 274,393 shares
    Change vs previous 13F -2,750 shares

    <0.01% of the 13F portfolio, value $4,368,337.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 277,143 shares
    Change vs previous 13F +52,196 shares

    <0.01% of the 13F portfolio, value $5,639,860.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 224,947 shares
    Change vs previous 13F +25,204 shares

    <0.01% of the 13F portfolio, value $4,469,697.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 199,743 shares
    Change vs previous 13F +29,979 shares

    <0.01% of the 13F portfolio, value $3,094,019.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 169,764 shares
    Change vs previous 13F +21,667 shares

    <0.01% of the 13F portfolio, value $2,302,000.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 148,097 shares
    Change vs previous 13F +74,396 shares

    <0.01% of the 13F portfolio, value $2,664,265.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 73,701 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,198,501.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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