MorganRosel Wealth Management, LLC: PIZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on PIZ, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 6,331 PIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,331 sharesChange vs previous 13F -50 shares
0.12% of the 13F portfolio, value $353,902.
13F-HR 0001986152-26-000156 filed by MorganRosel 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 6,381 sharesChange vs previous 13F -8,277 shares
0.12% of the 13F portfolio, value $315,987.
13F-HR 0001986152-26-000063 filed by MorganRosel 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 14,658 sharesChange vs previous 13F +179 shares
0.18% of the 13F portfolio, value $717,990.
13F-HR 0001986152-26-000032 filed by MorganRosel 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 14,479 sharesChange vs previous 13F -434 shares
0.18% of the 13F portfolio, value $690,286.
13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,913 sharesChange vs previous 13F -96 shares
0.19% of the 13F portfolio, value $685,252.
13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,009 sharesChange vs previous 13F -1,709 shares
0.17% of the 13F portfolio, value $571,543.
13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,718 sharesChange vs previous 13F -799 shares
0.2% of the 13F portfolio, value $607,114.
13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,517 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $663,719.
13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).