Bernardo Wealth Planning LLC: PZA position timeline

Bernardo Wealth Planning LLC held 27,862 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,862 shares

   Change vs previous 13F -7,046 shares

   0.11% of the 13F portfolio, value $655,306.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 34,908 shares

   Change vs previous 13F -1,255 shares

   0.16% of the 13F portfolio, value $802,177.

   13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 36,163 shares

   Change vs previous 13F +3,412 shares

   0.16% of the 13F portfolio, value $838,630.

   13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 32,751 shares

   Change vs previous 13F +381 shares

   0.15% of the 13F portfolio, value $756,222.

   13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,370 shares

   Change vs previous 13F -2,971 shares

   0.16% of the 13F portfolio, value $725,000.

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 35,341 shares

   Change vs previous 13F -787 shares

   0.19% of the 13F portfolio, value $814,000.

   13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 36,128 shares

   Change vs previous 13F -910 shares

   0.2% of the 13F portfolio, value $843,217.

   13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 37,038 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $889,000.

   13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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