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Rochester Wealth Strategies, LLC: PZA position timeline

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

Rochester Wealth Strategies, LLC held 94,257 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,257 shares
    Change vs previous 13F -7,025 shares

    1.23% of the 13F portfolio, value $2,216,925.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 101,282 shares
    Change vs previous 13F +7,379 shares

    1.41% of the 13F portfolio, value $2,327,460.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 93,903 shares
    Change vs previous 13F -5,295 shares

    1.37% of the 13F portfolio, value $2,177,611.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 99,198 shares
    Change vs previous 13F +11,116 shares

    1.5% of the 13F portfolio, value $2,290,482.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 88,082 shares
    Change vs previous 13F +2,616 shares

    1.41% of the 13F portfolio, value $1,972,156.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 85,466 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,969,137.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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