LWM Advisory Services, LLC: ZTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on ZTS, newest first. How the timeline and the estimate are built.
LWM Advisory Services, LLC held 0 ZTS shares at 2025-12-31 per its 13F-HR filed 2026-02-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,809 shares
13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,809 sharesChange vs previous 13F -313 shares
0.15% of the 13F portfolio, value $264,233.
13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,122 sharesChange vs previous 13F -110 shares
0.23% of the 13F portfolio, value $330,924.
13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,232 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $365,032.
13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,232 sharesChange vs previous 13F -64 shares
0.25% of the 13F portfolio, value $363,372.
13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,296 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $448,592.
13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).