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Summit Trail Advisors, LLC: ZTS position timeline

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

Summit Trail Advisors, LLC held 31,739 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,739 shares
    Change vs previous 13F +14,128 shares

    0.03% of the 13F portfolio, value $2,280,765.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 17,611 shares
    Change vs previous 13F +7,326 shares

    0.03% of the 13F portfolio, value $2,081,796.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 10,285 shares
    Change vs previous 13F -4,987 shares

    0.02% of the 13F portfolio, value $1,294,116.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 15,272 shares
    Change vs previous 13F -3,252 shares

    0.03% of the 13F portfolio, value $2,234,581.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 18,524 shares
    Change vs previous 13F +5,952 shares

    0.05% of the 13F portfolio, value $2,888,760.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 12,572 shares
    Change vs previous 13F +3,303 shares

    0.07% of the 13F portfolio, value $2,070,038.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 9,269 shares
    Change vs previous 13F +2,961 shares

    0.06% of the 13F portfolio, value $1,510,224.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 6,308 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,232,440.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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