FLP Wealth Management, LLC: PZA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLP Wealth Management, LLC on PZA, newest first. How the timeline and the estimate are built.
FLP Wealth Management, LLC held 36,706 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 36,706 sharesChange vs previous 13F +4,982 shares
1.54% of the 13F portfolio, value $863,334.
13F-HR 0002052024-26-000001 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 31,724 sharesChange vs previous 13F +16,348 shares
1.5% of the 13F portfolio, value $729,008.
13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 15,376 sharesChange vs previous 13F +65 shares
0.84% of the 13F portfolio, value $356,568.
13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 15,311 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $353,528.
13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).