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Capstone Financial Advisors, Inc.: PZA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on PZA, newest first. How the timeline and the estimate are built.

Capstone Financial Advisors, Inc. held 10,668 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,668 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $250,922.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
    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 10,569 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $242,870.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
    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 10,473 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $242,868.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
    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 11,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $259,370.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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