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Kestra Advisory Services, LLC: ZSEP position timeline

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

Kestra Advisory Services, LLC held 167,249 ZSEP 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 167,249 shares
    Change vs previous 13F -9,058 shares

    0.01% of the 13F portfolio, value $4,609,249.

    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 176,307 shares
    Change vs previous 13F +5,549 shares

    0.02% of the 13F portfolio, value $4,711,276.

    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 170,758 shares
    Change vs previous 13F -2,845 shares

    0.02% of the 13F portfolio, value $4,572,899.

    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 173,603 shares
    Change vs previous 13F +121,846 shares

    0.02% of the 13F portfolio, value $4,598,848.

    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 51,757 shares
    Change vs previous 13F +537 shares

    0.01% of the 13F portfolio, value $1,339,730.

    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 51,220 shares
    Change vs previous 13F -5,994 shares

    0.01% of the 13F portfolio, value $1,276,715.

    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 57,214 shares
    Change vs previous 13F -5,082 shares

    0.01% of the 13F portfolio, value $1,434,927.

    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 62,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,549,302.

    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).