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Disclosery

Kestra Advisory Services, LLC: ZALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ZALT, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 44,433 ZALT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,433 shares
    Change vs previous 13F -4,866 shares

    <0.01% of the 13F portfolio, value $1,504,946.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,419 shares
    • Kestra Advisory Services, LLC: 18,014 shares

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

  2. period ended2026-03-31
    13F 49,299 shares
    Change vs previous 13F -8,166 shares

    <0.01% of the 13F portfolio, value $1,600,245.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,835 shares
    • Kestra Advisory Services, LLC: 19,464 shares

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

  3. period ended2025-12-31
    13F 57,465 shares
    Change vs previous 13F +16,280 shares

    0.01% of the 13F portfolio, value $1,871,635.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,565 shares
    • Kestra Advisory Services, LLC: 19,900 shares

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

  4. period ended2025-09-30
    13F 41,185 shares
    Change vs previous 13F +9,139 shares

    0.02% of the 13F portfolio, value $1,312,978.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, 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 32,046 shares
    Change vs previous 13F +32,046 shares

    0.01% of the 13F portfolio, value $987,017.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, 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 0 shares
    Change vs previous 13F -106,821 shares

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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.

  7. period ended2024-12-31
    13F 106,821 shares
    Change vs previous 13F -13,069 shares

    0.02% of the 13F portfolio, value $3,178,993.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 119,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,506,783.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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