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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: ZGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on ZGN, newest first. How the timeline and the estimate are built.

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 936,573 ZGN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 936,573 shares
    Change vs previous 13F -5,885 shares

    0.68% of the 13F portfolio, value $12,194,184.

    13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 942,458 shares
    Change vs previous 13F +243,137 shares

    0.52% of the 13F portfolio, value $9,820,415.

    13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 699,321 shares
    Change vs previous 13F -18,325 shares

    0.37% of the 13F portfolio, value $7,168,043.

    13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 717,646 shares
    Change vs previous 13F +7,408 shares

    0.34% of the 13F portfolio, value $6,781,757.

    13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 710,238 shares
    Change vs previous 13F +36,723 shares

    0.32% of the 13F portfolio, value $6,072,535.

    13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 673,515 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,984,011.

    13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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