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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

  1. period ended2023-09-30
    13F 5,765 shares
    Change 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), ingested

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

  2. period ended2023-06-30
    13F 10,079 shares
    Change 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), ingested

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

  3. period ended2023-03-31
    13F 9,124 shares
    Change 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), ingested

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

  4. period ended2022-12-31
    13F 9,348 shares
    Change 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), ingested

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

  5. period ended2022-09-30
    13F 9,070 shares
    Change 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), ingested

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