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Disclosery

Veritable, L.P.: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Veritable, L.P. on ZION, newest first. How the timeline and the estimate are built.

Veritable, L.P. held 0 ZION shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -8,495 shares

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 8,495 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $254,255.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 8,083 shares
    Change vs previous 13F +1,943 shares

    0.01% of the 13F portfolio, value $397,360.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 6,140 shares
    Change vs previous 13F -1,610 shares

    0.01% of the 13F portfolio, value $312,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 7,750 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $394,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 8,020 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $526,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 7,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $501,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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