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Note Advisors, LLC: PZT position timeline

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

Note Advisors, LLC held 81,448 PZT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,448 shares
    Change vs previous 13F +8,250 shares

    0.8% of the 13F portfolio, value $1,851,688.

    13F-HR 0002056243-26-000003 filed by Note 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 73,198 shares
    Change vs previous 13F +4,484 shares

    0.81% of the 13F portfolio, value $1,615,480.

    13F-HR 0002056243-26-000002 filed by Note 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 68,714 shares
    Change vs previous 13F +8,574 shares

    0.78% of the 13F portfolio, value $1,524,351.

    13F-HR 0002056243-26-000001 filed by Note 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 60,140 shares
    Change vs previous 13F -833 shares

    0.8% of the 13F portfolio, value $1,337,574.

    13F-HR 0002056243-25-000006 filed by Note 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 60,973 shares
    Change vs previous 13F +1,100 shares

    0.91% of the 13F portfolio, value $1,319,456.

    13F-HR 0002056243-25-000003 filed by Note 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 59,873 shares
    Change vs previous 13F -3,993 shares

    1.09% of the 13F portfolio, value $1,323,193.

    13F-HR 0002056243-25-000002 filed by Note 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 63,866 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,449,758.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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