A4 Wealth Advisors LLC: PZA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on PZA, newest first. How the timeline and the estimate are built.
A4 Wealth Advisors LLC held 54,729 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 54,729 sharesChange vs previous 13F -18,664 shares
0.87% of the 13F portfolio, value $1,287,226.
13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 73,393 sharesChange vs previous 13F +59,534 shares
1.4% of the 13F portfolio, value $1,686,571.
13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,859 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $321,390.
13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).