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Kestra Advisory Services, LLC → ZIM
Kestra Advisory Services, LLC ZIM Position History
ZIM Integrated Shipping Services Ltd. • Transportation & Utilities
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $819K |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 77.0K | — | — |
| Q2 2026 | $2M | 75.9K | — | — |
| Q1 2026 | $1.8M | 69.5K | — | — |
| Q4 2025 | $1.4M | 67.6K | — | — |
| Q3 2025 | $819K | 60.5K | — | — |