Thrive Wealth Management, LLC: ZWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on ZWS, newest first. How the timeline and the estimate are built.
Thrive Wealth Management, LLC held 8,702 ZWS shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 8,702 sharesChange vs previous 13F +483 shares
0.06% of the 13F portfolio, value $439,712.
13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 8,219 sharesChange vs previous 13F -875 shares
0.05% of the 13F portfolio, value $368,540.
13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 9,094 sharesChange vs previous 13F +381 shares
0.06% of the 13F portfolio, value $422,780.
13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 8,713 sharesChange vs previous 13F +323 shares
0.06% of the 13F portfolio, value $409,772.
13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 8,390 sharesChange vs previous 13F +177 shares
0.05% of the 13F portfolio, value $306,822.
13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 8,213 sharesChange vs previous 13F +928 shares
0.05% of the 13F portfolio, value $270,865.
13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 7,285 sharesChange vs previous 13F -183 shares
0.05% of the 13F portfolio, value $271,731.
13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 7,468 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $268,400.
13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).