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Advisory Resource Group: PZA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on PZA, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 18,228 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,228 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $428,726.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,021 shares
    Change vs previous 13F +190 shares

    0.07% of the 13F portfolio, value $414,122.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,831 shares
    Change vs previous 13F -2,601 shares

    0.07% of the 13F portfolio, value $413,504.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,432 shares
    Change vs previous 13F -881 shares

    0.08% of the 13F portfolio, value $471,775.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,313 shares
    Change vs previous 13F +431 shares

    0.09% of the 13F portfolio, value $477,204.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,882 shares
    Change vs previous 13F +3,300 shares

    0.1% of the 13F portfolio, value $481,119.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,582 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $415,108.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,531 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $423,373.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).