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West Wealth Group, LLC: PZA position timeline

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

West Wealth Group, LLC held 514,231 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,231 shares
    Change vs previous 13F +71,431 shares

    1.98% of the 13F portfolio, value $12,094,718.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 442,800 shares
    Change vs previous 13F +358,348 shares

    2.01% of the 13F portfolio, value $10,175,555.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 84,452 shares
    Change vs previous 13F +15,084 shares

    0.41% of the 13F portfolio, value $1,958,454.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 69,368 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,617,663.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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