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Targeted Financial Services LLC: PZA position timeline

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

Targeted Financial Services LLC held 47,099 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,099 shares
    Change vs previous 13F -8,511 shares

    0.82% of the 13F portfolio, value $1,107,773.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services 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 55,610 shares
    Change vs previous 13F +37,652 shares

    1.05% of the 13F portfolio, value $1,277,916.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services 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 17,958 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $416,447.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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