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TrinityPoint Wealth, LLC: ZTS position timeline

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

TrinityPoint Wealth, LLC held 37,239 ZTS shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 37,239 shares
    Change vs previous 13F +56 shares

    0.85% of the 13F portfolio, value $6,067,345.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 37,183 shares
    Change vs previous 13F -1,939 shares

    1.04% of the 13F portfolio, value $7,264,868.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 39,122 shares
    Change vs previous 13F +3,255 shares

    1.06% of the 13F portfolio, value $6,782,192.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 35,867 shares
    Change vs previous 13F +13,548 shares

    1% of the 13F portfolio, value $6,069,133.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 22,319 shares
    Change vs previous 13F +73 shares

    0.8% of the 13F portfolio, value $4,405,114.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 22,246 shares
    Change vs previous 13F +456 shares

    0.77% of the 13F portfolio, value $3,870,322.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 21,790 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,752,456.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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