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Disclosery

Creative Planning: PZA position timeline

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

Creative Planning held 48,856 PZA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,856 shares
    Change vs previous 13F +6,248 shares

    <0.01% of the 13F portfolio, value $1,149,084.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 42,608 shares
    Change vs previous 13F -2,457 shares

    <0.01% of the 13F portfolio, value $979,137.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 45,065 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $1,045,061.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 45,337 shares
    Change vs previous 13F -32,129 shares

    <0.01% of the 13F portfolio, value $1,046,830.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 77,466 shares
    Change vs previous 13F -58,077 shares

    <0.01% of the 13F portfolio, value $1,734,454.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 135,543 shares
    Change vs previous 13F +125,664 shares

    <0.01% of the 13F portfolio, value $3,122,911.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 9,879 shares
    Change vs previous 13F -8,040 shares

    <0.01% of the 13F portfolio, value $233,242.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 17,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $432,743.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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