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Disclosery

Creative Planning: ZYME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on ZYME, newest first. How the timeline and the estimate are built.

Creative Planning held 29,731 ZYME shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,731 shares
    Change vs previous 13F -2,663 shares

    <0.01% of the 13F portfolio, value $777,168.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 32,394 shares
    Change vs previous 13F +4,101 shares

    <0.01% of the 13F portfolio, value $811,146.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 28,293 shares
    Change vs previous 13F +979 shares

    <0.01% of the 13F portfolio, value $744,955.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 27,314 shares
    Change vs previous 13F +1,925 shares

    <0.01% of the 13F portfolio, value $466,523.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 25,389 shares
    Change vs previous 13F +13,567 shares

    <0.01% of the 13F portfolio, value $318,632.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 11,822 shares
    Change vs previous 13F +11,765 shares

    <0.01% of the 13F portfolio, value $140,800.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 57 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $834.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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