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Summit Financial, LLC: ZTS position timeline

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

Summit Financial, LLC held 4,263 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,263 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $306,326.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 4,301 shares
    Change vs previous 13F +857 shares

    0.01% of the 13F portfolio, value $508,398.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 3,444 shares
    Change vs previous 13F -994 shares

    0.01% of the 13F portfolio, value $433,324.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 4,438 shares
    Change vs previous 13F -363 shares

    0.01% of the 13F portfolio, value $649,318.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 4,801 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $748,723.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 4,978 shares
    Change vs previous 13F -5,897 shares

    0.02% of the 13F portfolio, value $819,706.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 10,875 shares
    Change vs previous 13F -354 shares

    0.06% of the 13F portfolio, value $1,771,943.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 11,229 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,193,993.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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