TPG Financial Advisors, LLC ZYME β€” ZYMEWORKS INC

Ownership history in TPG Financial Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

TPG Financial Advisors, LLC reported ZYMEWORKS INC (ZYME) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows ZYME at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZYME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TPG Financial Advisors, LLC's position in ZYMEWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZYME was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TPG Financial Advisors, LLC held ZYME β€” position size vs. price
% of Fund (quarterly)    ZYME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 10,017 β€” 0% 0.06% $171K 2025-11-13 $18.50
2025 Q2 UNCHANGED β€” β€” β€” 10,017 β€” 0% 0.05% $126K 2025-07-23 $14.29
2025 Q1 UNCHANGED β€” β€” β€” 10,017 β€” 0% 0.05% $119K 2025-04-16 $11.25
2024 Q4 REDUCED 9.1% -18.6% βœ… 10,017 -1,000 -9.1% 0.06% $147K 2025-01-13 $13.96
2024 Q3 INITIATED β€” β€” β€” 11,017 β€” β€” 0.04% $94K 2024-10-16 $13.50

FAQ About TPG Financial Advisors, LLC and ZYME

These are the practical questions this page is built to answer before you even open the full history table.

How long has TPG Financial Advisors, LLC reported owning ZYME?

TPG Financial Advisors, LLC reported ZYME across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ZYME position in TPG Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ZYME was 0.06% in 2024 Q4.

What is the latest reported ZYME position on this page?

The most recent filing on this page is 2025 Q3, when TPG Financial Advisors, LLC reported 10,017 shares, equal to 0.06% of portfolio, with an estimated market value of $171K.

What does the chart on this ZYME ownership page compare?

The chart compares TPG Financial Advisors, LLC's quarterly ZYME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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