Skip to content
Disclosery

Kestra Advisory Services, LLC: ZS position timeline

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

Kestra Advisory Services, LLC held 29,055 ZS 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 29,055 shares
    Change vs previous 13F +3,685 shares

    0.01% of the 13F portfolio, value $4,101,114.

    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: 6,417 shares
    • Kestra Advisory Services, LLC: 22,638 shares

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

  2. period ended2026-03-31
    13F 25,370 shares
    Change vs previous 13F +3,185 shares

    0.01% of the 13F portfolio, value $3,559,157.

    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: 8,707 shares
    • Kestra Advisory Services, LLC: 16,663 shares

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

  3. period ended2025-12-31
    13F 22,185 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $4,989,850.

    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: 8,615 shares
    • Kestra Advisory Services, LLC: 13,570 shares

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

  4. period ended2025-09-30
    13F 22,117 shares
    Change vs previous 13F -3,247 shares

    0.02% of the 13F portfolio, value $6,627,580.

    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: 7,676 shares
    • Kestra Advisory Services, LLC: 14,441 shares

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

  5. period ended2025-06-30
    13F/A 25,364 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $7,962,774.

    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: 7,944 shares
    • Kestra Advisory Services, LLC: 17,420 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 24,781 shares
    Change vs previous 13F -11,815 shares

    0.02% of the 13F portfolio, value $4,917,047.

    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: 8,461 shares
    • Kestra Advisory Services, LLC: 16,240 shares
    • Kestra Investment Management, LLC: 80 shares

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

  7. period ended2024-12-31
    13F 36,596 shares
    Change vs previous 13F -1,073 shares

    0.02% of the 13F portfolio, value $6,602,285.

    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: 5,980 shares
    • Kestra Advisory Services, LLC: 30,582 shares
    • Kestra Investment Management, LLC: 34 shares

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

  8. period ended2024-09-30
    13F 37,669 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,439,082.

    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: 6,590 shares
    • Kestra Advisory Services, LLC: 31,079 shares

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