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Disclosery

Synergy Investment Management, LLC: PZA position timeline

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

Synergy Investment Management, LLC held 216,174 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,174 shares
    Change vs previous 13F +71,744 shares

    1.23% of the 13F portfolio, value $5,084,416.

    13F-HR 0002053786-26-000003 filed by Synergy Investment Management, 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 144,430 shares
    Change vs previous 13F +85,609 shares

    1.09% of the 13F portfolio, value $3,319,016.

    13F-HR 0002053786-26-000002 filed by Synergy Investment Management, 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 58,821 shares
    Change vs previous 13F +13,236 shares

    0.48% of the 13F portfolio, value $1,364,060.

    13F-HR 0002053786-26-000001 filed by Synergy Investment Management, 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 45,585 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,052,548.

    13F-HR 0002053786-25-000006 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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