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ProVise Management Group, LLC: PZA position timeline

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

ProVise Management Group, LLC held 41,793 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,793 shares
    Change vs previous 13F +1,009 shares

    0.07% of the 13F portfolio, value $982,971.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 40,784 shares
    Change vs previous 13F -1,057 shares

    0.07% of the 13F portfolio, value $937,216.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 41,841 shares
    Change vs previous 13F -1,683 shares

    0.07% of the 13F portfolio, value $970,293.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 43,524 shares
    Change vs previous 13F +2,646 shares

    0.07% of the 13F portfolio, value $1,004,969.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 40,878 shares
    Change vs previous 13F -1,379 shares

    0.07% of the 13F portfolio, value $915,258.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 42,257 shares
    Change vs previous 13F +172 shares

    0.08% of the 13F portfolio, value $973,601.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 42,085 shares
    Change vs previous 13F +2,865 shares

    0.09% of the 13F portfolio, value $993,627.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 39,220 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $947,163.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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