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Kestra Advisory Services, LLC: ZOCT position timeline

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

Kestra Advisory Services, LLC held 38,701 ZOCT 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 38,701 shares
    Change vs previous 13F -27,103 shares

    <0.01% of the 13F portfolio, value $1,068,597.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 65,804 shares
    Change vs previous 13F -8,070 shares

    0.01% of the 13F portfolio, value $1,760,125.

    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).

  3. period ended2025-12-31
    13F 73,874 shares
    Change vs previous 13F +16,492 shares

    0.01% of the 13F portfolio, value $1,982,461.

    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).

  4. period ended2025-09-30
    13F 57,382 shares
    Change vs previous 13F +3,881 shares

    0.01% of the 13F portfolio, value $1,525,214.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 53,501 shares
    Change vs previous 13F -8,241 shares

    0.01% of the 13F portfolio, value $1,390,694.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 61,742 shares
    Change vs previous 13F -474 shares

    0.01% of the 13F portfolio, value $1,552,855.

    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).

  7. period ended2024-12-31
    13F 62,216 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,571,576.

    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).