Skip to content
Disclosery

EHRLICH FINANCIAL GROUP: PZA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on PZA, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 51,689 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,689 shares
    Change vs previous 13F -1,345 shares

    0.63% of the 13F portfolio, value $1,215,725.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 53,034 shares
    Change vs previous 13F +36,076 shares

    0.7% of the 13F portfolio, value $1,218,721.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 16,958 shares
    Change vs previous 13F -540 shares

    0.22% of the 13F portfolio, value $393,256.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 17,498 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $404,029.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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