Polaris Wealth Advisory Group, LLC: ZTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on ZTS, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 5,765 ZTS shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 5,765 sharesChange vs previous 13F -4,314 shares
0.08% of the 13F portfolio, value $1,003,039.
13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 10,079 sharesChange vs previous 13F +955 shares
0.13% of the 13F portfolio, value $1,735,730.
13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 9,124 sharesChange vs previous 13F -224 shares
0.11% of the 13F portfolio, value $1,518,611.
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 9,348 sharesChange vs previous 13F +278 shares
0.11% of the 13F portfolio, value $1,476,059.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 9,070 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,322,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).