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FOCUS Wealth Advisors, LLC: PZA position timeline

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

FOCUS Wealth Advisors, LLC held 46,531 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,531 shares
    Change vs previous 13F +104 shares

    0.51% of the 13F portfolio, value $1,094,403.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    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 46,427 shares
    Change vs previous 13F -1,109 shares

    0.52% of the 13F portfolio, value $1,066,903.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
    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 47,536 shares
    Change vs previous 13F +2,220 shares

    0.51% of the 13F portfolio, value $1,102,354.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
    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 45,316 shares
    Change vs previous 13F +3,062 shares

    0.5% of the 13F portfolio, value $1,046,339.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
    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 42,254 shares
    Change vs previous 13F +2,105 shares

    0.49% of the 13F portfolio, value $946,067.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
    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 40,149 shares
    Change vs previous 13F +4,007 shares

    0.51% of the 13F portfolio, value $925,033.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
    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 36,142 shares
    Change vs previous 13F -1,878 shares

    0.45% of the 13F portfolio, value $853,312.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    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 38,020 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $918,177.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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