Position in ZTS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$403,214
-$1,573,921 QoQ
Shares Held
3,411
-78.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Heritage Wealth Advisors holds $412,780 across 6 Drug Manufacturers - Specialty & Generic names. ZTS ranks #1 (97.7% of the industry book) .
All Filings in ZTS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,214 | 3,411 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,977,135 | 15,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $660,488 | 4,514 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $706,453 | 4,530 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $745,864 | 4,530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,021,408 | 6,269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,297,909 | 6,643 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,143,482 | 6,596 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,169,917 | 6,914 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,364,616 | 6,914 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,217,512 | 6,998 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,216,147 | 7,062 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,172,736 | 7,046 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,044,901 | 7,130 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,107,429 | 7,468 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $947,285 | 5,511 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $893,728 | 4,739 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,197,211 | 4,906 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $952,450 | 4,906 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $914,282 | 4,906 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,430,863 | 9,086 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,496,285 | 9,041 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $139,076 | 841 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $115,250 | 841 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $98,977 | 841 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||