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Affinity Capital Advisors, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affinity Capital Advisors, LLC on PWZ, newest first. How the timeline and the estimate are built.

Affinity Capital Advisors, LLC held 123,281 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,281 shares
    Change vs previous 13F +81,613 shares

    0.37% of the 13F portfolio, value $3,028,398.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 41,668 shares
    Change vs previous 13F +181 shares

    0.14% of the 13F portfolio, value $994,615.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 41,487 shares
    Change vs previous 13F -184 shares

    0.14% of the 13F portfolio, value $1,002,326.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 41,671 shares
    Change vs previous 13F -11,499 shares

    0.15% of the 13F portfolio, value $998,854.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 53,170 shares
    Change vs previous 13F -136,637 shares

    0.21% of the 13F portfolio, value $1,240,988.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 189,807 shares
    Change vs previous 13F -19,875 shares

    0.86% of the 13F portfolio, value $4,348,478.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 209,682 shares
    Change vs previous 13F -14,175 shares

    0.97% of the 13F portfolio, value $5,168,661.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, 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 223,857 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,614,334.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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