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Disclosery

FIRST FOUNDATION ADVISORS: PZA position timeline

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

FIRST FOUNDATION ADVISORS held 81,530 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 81,530 shares
    Change vs previous 13F -6,356 shares

    0.07% of the 13F portfolio, value $1,917,589.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 87,886 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $2,019,623.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 88,495 shares
    Change vs previous 13F -4,406 shares

    0.08% of the 13F portfolio, value $2,052,203.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 92,901 shares
    Change vs previous 13F -28,091 shares

    0.08% of the 13F portfolio, value $2,145,076.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 120,992 shares
    Change vs previous 13F -13,945 shares

    0.1% of the 13F portfolio, value $2,709,021.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 134,937 shares
    Change vs previous 13F -70,664 shares

    0.13% of the 13F portfolio, value $3,108,944.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 205,601 shares
    Change vs previous 13F -124,037 shares

    0.18% of the 13F portfolio, value $4,854,232.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 329,638 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,960,758.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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