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Roberts Wealth Advisors, LLC: ZTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roberts Wealth Advisors, LLC on ZTS, newest first. How the timeline and the estimate are built.

Roberts Wealth Advisors, LLC held 13,555 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,555 shares
    Change vs previous 13F -649 shares

    0.22% of the 13F portfolio, value $974,060.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 14,204 shares
    Change vs previous 13F -53 shares

    0.43% of the 13F portfolio, value $1,679,055.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 14,257 shares
    Change vs previous 13F -5,240 shares

    0.47% of the 13F portfolio, value $1,793,846.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 19,497 shares
    Change vs previous 13F -251 shares

    0.76% of the 13F portfolio, value $2,852,860.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 19,748 shares
    Change vs previous 13F +586 shares

    0.89% of the 13F portfolio, value $3,079,764.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 19,162 shares
    Change vs previous 13F +170 shares

    0.97% of the 13F portfolio, value $3,155,090.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,992 shares
    Change vs previous 13F +338 shares

    0.96% of the 13F portfolio, value $3,174,960.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,654 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,495,280.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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