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Williams Jones Wealth Management, LLC.: ZTS position timeline

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

Williams Jones Wealth Management, LLC. held 56,918 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,918 shares
    Change vs previous 13F -307,740 shares

    0.05% of the 13F portfolio, value $4,090,127.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 364,658 shares
    Change vs previous 13F -95,876 shares

    0.53% of the 13F portfolio, value $43,106,222.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 460,534 shares
    Change vs previous 13F -309,481 shares

    0.65% of the 13F portfolio, value $57,944,388.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 770,015 shares
    Change vs previous 13F -65,835 shares

    1.29% of the 13F portfolio, value $112,668,643.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 835,850 shares
    Change vs previous 13F -9,630 shares

    1.56% of the 13F portfolio, value $130,350,807.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 845,480 shares
    Change vs previous 13F -113,415 shares

    1.78% of the 13F portfolio, value $139,208,282.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 958,895 shares
    Change vs previous 13F -25,882 shares

    1.88% of the 13F portfolio, value $156,232,762.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 984,777 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $192,405,752.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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