Kestra Advisory Services, LLC
Holdings in ZIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,435,445 | 67,614 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $819,260 | 60,462 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $973,525 | 60,505 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $823,255 | 56,426 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,066,414 | 49,670 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $803,645 | 31,319 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $710,149 | 32,032 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $308,892 | 30,523 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $332,658 | 33,704 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $323,970 | 31,002 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $376,507 | 30,388 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $489,520 | 20,760 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $336,563 | 19,579 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $311,516 | 13,256 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $260,331 | 5,512 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $276,806 | 3,807 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $1,437,537 | 24,423 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $977,800 | 19,286 | Shares | Sole | 2022-07-25 |