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SteelPeak Wealth, LLC: PZA position timeline

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

SteelPeak Wealth, LLC held 82,927 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,927 shares
    Change vs previous 13F -10,928 shares

    0.05% of the 13F portfolio, value $1,950,444.

    13F-HR 0001801868-26-000003 filed by SteelPeak 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 93,855 shares
    Change vs previous 13F -1,390 shares

    0.07% of the 13F portfolio, value $2,156,788.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 95,245 shares
    Change vs previous 13F -2,199 shares

    0.07% of the 13F portfolio, value $2,208,732.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 97,444 shares
    Change vs previous 13F -25,660 shares

    0.08% of the 13F portfolio, value $2,249,982.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 123,104 shares
    Change vs previous 13F +7,536 shares

    0.11% of the 13F portfolio, value $2,756,299.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 115,568 shares
    Change vs previous 13F -2,048 shares

    0.11% of the 13F portfolio, value $2,662,687.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 117,616 shares
    Change vs previous 13F +654 shares

    0.12% of the 13F portfolio, value $2,776,914.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 116,962 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,824,633.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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