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Ascentis Wealth Management, LLC: ZTS position timeline

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

Ascentis Wealth Management, LLC held 288 ZTS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 288 shares
    Change vs previous 13F -3,331 shares

    <0.01% of the 13F portfolio, value $20,692.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 288 shares

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

  2. period ended2026-03-31
    13F 3,619 shares
    Change vs previous 13F +1,059 shares

    0.02% of the 13F portfolio, value $427,825.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 182 shares
    • Ascentis Wealth Management, LLC: 3,437 shares

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

  3. period ended2025-12-31
    13F 2,560 shares
    Change vs previous 13F -2,164 shares

    0.08% of the 13F portfolio, value $322,137.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,560 shares

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

  4. period ended2025-09-30
    13F 4,724 shares
    Change vs previous 13F +599 shares

    0.07% of the 13F portfolio, value $691,221.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,430 shares
    • Ascentis Wealth Management, LLC: 3,294 shares

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

  5. period ended2025-06-30
    13F 4,125 shares
    Change vs previous 13F +457 shares

    0.16% of the 13F portfolio, value $656,791.

    13F-HR 0001979372-25-000006 filed by Ascentis 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 3,668 shares
    Change vs previous 13F +1,668 shares

    0.18% of the 13F portfolio, value $593,992.

    13F-HR 0002032602-25-000001 filed by Ascentis 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 2,000 shares
    Change vs previous 13F -430 shares

    0.1% of the 13F portfolio, value $325,943.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,000 shares

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

  8. period ended2024-09-30
    13F/A 2,430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $474,853.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 343 shares
    • Ascentis Wealth Management, LLC: 2,087 shares

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