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Spire Wealth Management: PZA position timeline

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

Spire Wealth Management held 8,501 PZA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,501 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $199,952.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 7,821 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $179,735.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 7,822 shares
    Change vs previous 13F -49,939 shares

    0.01% of the 13F portfolio, value $181,400.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 57,761 shares
    Change vs previous 13F -24,554 shares

    0.05% of the 13F portfolio, value $1,333,695.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 82,315 shares
    Change vs previous 13F +9,411 shares

    0.11% of the 13F portfolio, value $3,011,058.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 72,904 shares
    Change vs previous 13F +2,291 shares

    0.05% of the 13F portfolio, value $1,679,708.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 70,613 shares
    Change vs previous 13F +1,642 shares

    0.05% of the 13F portfolio, value $1,667,174.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 68,971 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,665,644.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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