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LPL Financial LLC: ZTR position timeline

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

LPL Financial LLC held 1,623,057 ZTR 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 1,623,057 shares
    Change vs previous 13F +220,593 shares

    <0.01% of the 13F portfolio, value $11,085,479.

    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 1,402,464 shares
    Change vs previous 13F -31,548 shares

    <0.01% of the 13F portfolio, value $9,284,313.

    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 1,434,012 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $9,034,278.

    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 1,433,642 shares
    Change vs previous 13F +188,892 shares

    <0.01% of the 13F portfolio, value $9,246,990.

    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 1,244,750 shares
    Change vs previous 13F +217,388 shares

    <0.01% of the 13F portfolio, value $7,754,790.

    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 1,027,362 shares
    Change vs previous 13F -86,036 shares

    <0.01% of the 13F portfolio, value $6,133,351.

    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 1,113,398 shares
    Change vs previous 13F +206,237 shares

    <0.01% of the 13F portfolio, value $6,524,513.

    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 907,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,624,399.

    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).