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Stewardship Advisors, LLC: PZA position timeline

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

Stewardship Advisors, LLC held 315,505 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,505 shares
    Change vs previous 13F +74,771 shares

    1.54% of the 13F portfolio, value $7,420,673.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, 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 240,734 shares
    Change vs previous 13F -6,330 shares

    1.27% of the 13F portfolio, value $5,532,070.

    13F-HR 0001733219-26-000003 filed by Stewardship Advisors, 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 247,064 shares
    Change vs previous 13F -82,323 shares

    1.32% of the 13F portfolio, value $5,729,405.

    13F-HR 0001733219-26-000001 filed by Stewardship Advisors, 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 329,387 shares
    Change vs previous 13F +3,547 shares

    1.8% of the 13F portfolio, value $7,605,553.

    13F-HR 0001733219-25-000006 filed by Stewardship Advisors, 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 325,840 shares
    Change vs previous 13F +3,385 shares

    1.85% of the 13F portfolio, value $7,295,567.

    13F-HR 0001733219-25-000004 filed by Stewardship Advisors, 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 322,455 shares
    Change vs previous 13F +29,641 shares

    2.01% of the 13F portfolio, value $7,429,363.

    13F-HR 0001733219-25-000003 filed by Stewardship Advisors, 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 292,814 shares
    Change vs previous 13F +13,655 shares

    1.92% of the 13F portfolio, value $6,913,339.

    13F-HR 0001733219-25-000001 filed by Stewardship Advisors, 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 279,159 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,741,690.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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