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Kestra Advisory Services, LLC: ZG position timeline

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

Kestra Advisory Services, LLC held 0 ZG shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -683 shares

    13F-HR 0001830819-26-000004 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.

  2. period ended2025-12-31
    13F 683 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $46,601.

    13F-HR 0001830819-26-000002 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).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,334 shares

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 12,334 shares
    Change vs previous 13F +890 shares

    <0.01% of the 13F portfolio, value $844,756.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,920 shares
    • Kestra Advisory Services, LLC: 6,414 shares

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

  5. period ended2025-03-31
    13F 11,444 shares
    Change vs previous 13F +5,205 shares

    <0.01% of the 13F portfolio, value $765,146.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,292 shares
    • Kestra Advisory Services, LLC: 6,152 shares

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

  6. period ended2024-12-31
    13F 6,239 shares
    Change vs previous 13F -3,150 shares

    <0.01% of the 13F portfolio, value $442,033.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 6,239 shares

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

  7. period ended2024-09-30
    13F 9,389 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $581,460.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,309 shares
    • Kestra Advisory Services, LLC: 6,080 shares

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