Martel Wealth Advisors LLC: ZTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martel Wealth Advisors LLC on ZTS, newest first. How the timeline and the estimate are built.
Martel Wealth Advisors LLC held 3,512 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,512 sharesChange vs previous 13F +512 shares
0.04% of the 13F portfolio, value $252,372.
13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,000 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $354,630.
13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,000 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $377,460.
13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,000 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $438,960.
13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 3,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $467,850.
13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 3,000 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $493,950.
13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 3,000 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $488,790.
13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).