FLAGSHIP HARBOR ADVISORS, LLC: PZA position timeline

FLAGSHIP HARBOR ADVISORS, LLC held 22,985 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,985 shares

   Change vs previous 13F +385 shares

   0.02% of the 13F portfolio, value $540,607.

   13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2026-07-22 (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 22,600 shares

   Change vs previous 13F -9,576 shares

   0.02% of the 13F portfolio, value $519,348.

   13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2026-04-28 (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 32,176 shares

   Change vs previous 13F +820 shares

   0.04% of the 13F portfolio, value $746,179.

   13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2026-01-21 (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 31,356 shares

   Change vs previous 13F +156 shares

   0.03% of the 13F portfolio, value $724,015.

   13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2025-11-05 (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 31,200 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $698,569.

   13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
   Filed 2025-08-04 (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).