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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

ZBH holding history

Zimmer Biomet Holdings, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZBH overviewAll 13F holders of ZBHFull Q2 2026 holdings

Shares (Q2 2026)
40
Value
$3.44K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ZBH by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640$3.44K<0.1%00.0%UnchangedHolders
Q1 202640$3.62K<0.1%00.0%UnchangedHolders
Q4 202540$3.60K<0.1%00.0%UnchangedHolders
Q3 202540$3.94K<0.1%00.0%UnchangedHolders
Q2 202540$3.65K<0.1%00.0%UnchangedHolders
Q1 202540$4.53K<0.1%00.0%UnchangedHolders
Q4 202440$4.22K<0.1%00.0%UnchangedHolders
Q3 202440$4.32K<0.1%00.0%UnchangedHolders
Q2 202440$4.34K<0.1%00.0%UnchangedHolders
Q1 202440$5.28K<0.1%00.0%UnchangedHolders
Q4 202340$4.87K<0.1%00.0%UnchangedHolders
Q3 202340$4.49K<0.1%00.0%UnchangedHolders
Q2 202340$5.82K<0.1%00.0%UnchangedHolders
Q1 202340$5.17K<0.1%+40NewHolders
Q3 20220$00.0%−630−100.0%Sold outHolders
Q2 2022630$66.0K<0.1%+130+26.0%AddedHolders
Q1 2022500$64.0K<0.1%−31−5.8%ReducedHolders
Q4 2021531$67.0K<0.1%00.0%UnchangedHolders
Q3 2021531$77.7K<0.1%00.0%UnchangedHolders
Q2 2021531$85.4K<0.1%00.0%UnchangedHolders
Q1 2021531$85.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.