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Kestra Advisory Services, LLC: PZA position timeline

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

Kestra Advisory Services, LLC held 171,498 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,498 shares
    Change vs previous 13F +64,288 shares

    0.01% of the 13F portfolio, value $4,033,622.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,126 shares
    • Kestra Advisory Services, LLC: 157,372 shares

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

  2. period ended2026-03-31
    13F 107,210 shares
    Change vs previous 13F +62,036 shares

    0.01% of the 13F portfolio, value $2,463,689.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 45,174 shares
    Change vs previous 13F +10,585 shares

    <0.01% of the 13F portfolio, value $1,047,577.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 34,589 shares
    Change vs previous 13F +8,833 shares

    <0.01% of the 13F portfolio, value $798,669.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    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 25,756 shares
    Change vs previous 13F -11,458 shares

    <0.01% of the 13F portfolio, value $576,687.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    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 37,214 shares
    Change vs previous 13F -51,069 shares

    <0.01% of the 13F portfolio, value $857,411.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 37,214 shares

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

  7. period ended2024-12-31
    13F 88,283 shares
    Change vs previous 13F -21,623 shares

    0.01% of the 13F portfolio, value $2,084,361.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,566 shares
    • Kestra Advisory Services, LLC: 69,717 shares

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

  8. period ended2024-09-30
    13F 109,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,654,228.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,890 shares
    • Kestra Advisory Services, LLC: 91,016 shares

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