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Kestra Advisory Services, LLC: ZIM position timeline

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

Kestra Advisory Services, LLC held 99,965 ZIM 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 99,965 shares
    Change vs previous 13F +6,288 shares

    0.01% of the 13F portfolio, value $2,599,089.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,059 shares
    • Kestra Advisory Services, LLC: 75,906 shares

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

  2. period ended2026-03-31
    13F 93,677 shares
    Change vs previous 13F +1,844 shares

    0.01% of the 13F portfolio, value $2,468,396.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,187 shares
    • Kestra Advisory Services, LLC: 69,490 shares

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

  3. period ended2025-12-31
    13F 91,833 shares
    Change vs previous 13F +7,841 shares

    0.01% of the 13F portfolio, value $1,949,628.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,219 shares
    • Kestra Advisory Services, LLC: 67,614 shares

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

  4. period ended2025-09-30
    13F 83,992 shares
    Change vs previous 13F -2,247 shares

    <0.01% of the 13F portfolio, value $1,138,097.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,530 shares
    • Kestra Advisory Services, LLC: 60,462 shares

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

  5. period ended2025-06-30
    13F 86,239 shares
    Change vs previous 13F +8,120 shares

    0.01% of the 13F portfolio, value $1,387,593.

    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: 25,734 shares
    • Kestra Advisory Services, LLC: 60,505 shares

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

  6. period ended2025-03-31
    13F 78,119 shares
    Change vs previous 13F +28,449 shares

    <0.01% of the 13F portfolio, value $1,139,756.

    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: 21,693 shares
    • Kestra Advisory Services, LLC: 56,426 shares

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

  7. period ended2024-12-31
    13F 49,670 shares
    Change vs previous 13F +18,351 shares

    0.01% of the 13F portfolio, value $1,066,415.

    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 31,319 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $803,649.

    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).