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Disclosery

WMS Partners, LLC: ZBH position timeline

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

WMS Partners, LLC held 0 ZBH shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -23,955 shares

    13F-HR 0001480916-25-000003 filed by WMS Partners, LLC
    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 ended2024-12-31
    13F 23,955 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $2,530,367.

    13F-HR 0001480916-25-000002 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 23,965 shares
    Change vs previous 13F -91 shares

    0.15% of the 13F portfolio, value $2,587,022.

    13F-HR 0001480916-24-000006 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 24,056 shares
    Change vs previous 13F +3,372 shares

    0.17% of the 13F portfolio, value $2,610,798.

    13F-HR 0001480916-24-000004 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 20,684 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,729,875.

    13F-HR 0001480916-24-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,684 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,517,243.

    13F-HR 0001480916-24-000001 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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