Skip to content
Disclosery

Proquility Private Wealth Partners, LLC: PZA position timeline

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

Proquility Private Wealth Partners, LLC held 300,398 PZA shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 300,398 shares
    Change vs previous 13F +206,809 shares

    2.13% of the 13F portfolio, value $6,921,170.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 93,589 shares
    Change vs previous 13F -119,865 shares

    0.71% of the 13F portfolio, value $2,209,636.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 213,454 shares
    Change vs previous 13F -28,557 shares

    1.65% of the 13F portfolio, value $5,154,914.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 242,011 shares
    Change vs previous 13F -25,303 shares

    1.95% of the 13F portfolio, value $5,730,820.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 267,314 shares
    Change vs previous 13F +139,116 shares

    2.18% of the 13F portfolio, value $6,370,093.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 128,198 shares
    Change vs previous 13F -23,633 shares

    1.18% of the 13F portfolio, value $3,099,828.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 151,831 shares
    Change vs previous 13F -4,864 shares

    1.38% of the 13F portfolio, value $3,364,575.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 156,695 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,698,002.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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