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AE Wealth Management LLC: PZA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PZA, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 317,983 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,983 shares
    Change vs previous 13F +91,234 shares

    0.03% of the 13F portfolio, value $7,478,950.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 226,749 shares
    Change vs previous 13F +99,021 shares

    0.03% of the 13F portfolio, value $5,210,713.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 127,728 shares
    Change vs previous 13F +55,280 shares

    0.02% of the 13F portfolio, value $2,962,007.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 72,448 shares
    Change vs previous 13F +51,897 shares

    0.01% of the 13F portfolio, value $1,672,832.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 20,551 shares
    Change vs previous 13F +4,141 shares

    <0.01% of the 13F portfolio, value $460,125.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 16,410 shares
    Change vs previous 13F +2,627 shares

    <0.01% of the 13F portfolio, value $378,086.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 13,783 shares
    Change vs previous 13F +939 shares

    <0.01% of the 13F portfolio, value $325,400.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 12,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,194.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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