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
- period ended2026-06-3013F 4,263 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,301 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,444 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,438 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,801 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,978 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,229 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).