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Schechter Investment Advisors, LLC: ZTS position timeline

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

Schechter Investment Advisors, LLC held 10,896 ZTS shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 10,896 shares
    Change vs previous 13F -2,290 shares

    0.15% of the 13F portfolio, value $1,793,989.

    13F-HR 0001951586-25-000003 filed by Schechter Investment 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 ended2024-12-31
    13F 13,186 shares
    Change vs previous 13F +1,641 shares

    0.16% of the 13F portfolio, value $2,148,315.

    13F-HR 0001951586-25-000001 filed by Schechter Investment 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 ended2024-09-30
    13F 11,545 shares
    Change vs previous 13F -392 shares

    0.17% of the 13F portfolio, value $2,255,718.

    13F-HR 0001951586-24-000004 filed by Schechter Investment 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 ended2024-06-30
    13F 11,937 shares
    Change vs previous 13F -383 shares

    0.16% of the 13F portfolio, value $2,069,412.

    13F-HR 0001951586-24-000003 filed by Schechter Investment 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 ended2024-03-31
    13F 12,320 shares
    Change vs previous 13F +1,712 shares

    0.16% of the 13F portfolio, value $2,084,643.

    13F-HR 0001951586-24-000002 filed by Schechter Investment 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 ended2023-12-31
    13F 10,608 shares
    Change vs previous 13F -479 shares

    0.18% of the 13F portfolio, value $2,093,750.

    13F-HR 0001951586-24-000001 filed by Schechter Investment 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 ended2023-09-30
    13F 11,087 shares
    Change vs previous 13F +648 shares

    0.19% of the 13F portfolio, value $1,928,916.

    13F-HR 0001951586-23-000007 filed by Schechter Investment 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 ended2023-06-30
    13F/A 10,439 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,797,659.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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