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Kestra Advisory Services, LLC: ZTR position timeline

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

Kestra Advisory Services, LLC held 28,620 ZTR 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 28,620 shares
    Change vs previous 13F -7,827 shares

    <0.01% of the 13F portfolio, value $195,476.

    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 36,447 shares
    Change vs previous 13F +8,309 shares

    <0.01% of the 13F portfolio, value $241,282.

    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 28,138 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $177,270.

    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 27,620 shares
    Change vs previous 13F -2,969 shares

    <0.01% of the 13F portfolio, value $178,150.

    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 30,589 shares
    Change vs previous 13F -1,571 shares

    <0.01% of the 13F portfolio, value $190,567.

    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 32,160 shares
    Change vs previous 13F -1,408 shares

    <0.01% of the 13F portfolio, value $191,995.

    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 33,568 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $196,708.

    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).