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Concurrent Investment Advisors, LLC: ZTS position timeline

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

Concurrent Investment Advisors, LLC held 34,405 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,405 shares
    Change vs previous 13F +17,105 shares

    0.02% of the 13F portfolio, value $2,472,336.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 17,300 shares
    Change vs previous 13F +552 shares

    0.02% of the 13F portfolio, value $2,045,076.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 16,748 shares
    Change vs previous 13F -3,198 shares

    0.02% of the 13F portfolio, value $2,107,124.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 19,946 shares
    Change vs previous 13F -1,051 shares

    0.05% of the 13F portfolio, value $2,918,494.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 20,997 shares
    Change vs previous 13F +3,191 shares

    0.06% of the 13F portfolio, value $3,274,405.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 17,806 shares
    Change vs previous 13F +3,041 shares

    0.07% of the 13F portfolio, value $2,931,800.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 14,765 shares
    Change vs previous 13F +5,091 shares

    0.07% of the 13F portfolio, value $2,405,590.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 9,674 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,890,014.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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