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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

ZTS holding history

Zoetis Inc. in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZTS overviewAll 13F holders of ZTSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of ZTS by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,809−100.0%Sold outHolders
Q3 20251,809$264.2K0.2%−313−14.8%ReducedHolders
Q2 20252,122$330.9K0.2%−110−4.9%ReducedHolders
Q1 20252,232$365.0K0.3%00.0%UnchangedHolders
Q4 20242,232$363.4K0.3%−64−2.8%ReducedHolders
Q3 20242,296$448.6K0.3%+166+7.8%AddedHolders
Q2 20242,130$574.1K0.5%−397−15.7%ReducedHolders
Q1 20242,527$427.6K0.3%+328+14.9%AddedHolders
Q4 20232,199$434.0K0.4%00.0%UnchangedHolders
Q3 20232,199$381.5K0.4%−43−1.9%ReducedHolders
Q2 20232,242$381.5K0.4%00.0%UnchangedHolders
Q1 20232,242$373.7K0.4%−36−1.6%ReducedHolders
Q4 20222,278$349.4K0.4%−1,049−31.5%ReducedHolders
Q3 20223,327$492.0K0.6%+80+2.5%AddedHolders
Q2 20223,247$560.0K0.7%+31+1.0%AddedHolders
Q1 20223,216$606.0K0.8%−155−4.6%ReducedHolders
Q4 20213,371$823.0K1.0%–No prior filingHolders