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Collaborative Wealth Managment Inc.: PZA position timeline

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

Collaborative Wealth Managment Inc. held 96,093 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,093 shares
    Change vs previous 13F +18,840 shares

    0.95% of the 13F portfolio, value $2,260,115.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment 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 77,253 shares
    Change vs previous 13F -12,494 shares

    0.82% of the 13F portfolio, value $1,775,280.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment 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 89,747 shares
    Change vs previous 13F -2,118 shares

    0.73% of the 13F portfolio, value $2,081,239.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment 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 91,865 shares
    Change vs previous 13F +11,883 shares

    0.86% of the 13F portfolio, value $2,121,167.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    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 79,982 shares
    Change vs previous 13F +7,188 shares

    0.78% of the 13F portfolio, value $1,790,802.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    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 72,794 shares
    Change vs previous 13F +13,742 shares

    0.78% of the 13F portfolio, value $1,677,181.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    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 59,052 shares
    Change vs previous 13F -6,333 shares

    0.63% of the 13F portfolio, value $1,394,222.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    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 65,385 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,579,053.

    13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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