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Disclosery

Parcion Private Wealth LLC: PZA position timeline

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

Parcion Private Wealth LLC held 10,095 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,095 shares
    Change vs previous 13F -1,436 shares

    0.01% of the 13F portfolio, value $237,434.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 11,531 shares
    Change vs previous 13F +1,958 shares

    0.02% of the 13F portfolio, value $264,982.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 9,573 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $221,998.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 9,573 shares
    Change vs previous 13F -66,557 shares

    0.01% of the 13F portfolio, value $221,040.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 76,130 shares
    Change vs previous 13F -909,085 shares

    0.12% of the 13F portfolio, value $1,704,551.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 985,215 shares
    Change vs previous 13F +119,852 shares

    1.85% of the 13F portfolio, value $22,699,360.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 865,363 shares
    Change vs previous 13F +41,113 shares

    1.56% of the 13F portfolio, value $20,431,224.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 824,250 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $19,905,647.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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