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Disclosery

HILL ISLAND FINANCIAL LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HILL ISLAND FINANCIAL LLC on PWZ, newest first. How the timeline and the estimate are built.

HILL ISLAND FINANCIAL LLC held 10,239 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,239 shares
    Change vs previous 13F -9,800 shares

    0.05% of the 13F portfolio, value $250,950.

    13F-HR 0001951757-26-001225 filed by HILL ISLAND FINANCIAL 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 20,039 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $478,323.

    13F-HR 0001951757-26-000842 filed by HILL ISLAND FINANCIAL 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 20,039 shares
    Change vs previous 13F +20,039 shares

    0.12% of the 13F portfolio, value $484,135.

    13F-HR 0001951757-26-000275 filed by HILL ISLAND FINANCIAL 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 0 shares
    Change vs previous 13F -8,858 shares

    13F-HR 0001951757-25-001335 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 8,858 shares
    Change vs previous 13F +26 shares

    0.06% of the 13F portfolio, value $206,738.

    13F-HR 0001951757-25-000902 filed by HILL ISLAND FINANCIAL 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 8,832 shares
    Change vs previous 13F +73 shares

    0.06% of the 13F portfolio, value $210,632.

    13F-HR 0001951757-25-000399 filed by HILL ISLAND FINANCIAL 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 8,759 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,347.

    13F-HR 0001951757-25-000236 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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