Skip to content
Disclosery

Transamerica Financial Advisors, LLC: PEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on PEZ, newest first. How the timeline and the estimate are built.

Transamerica Financial Advisors, LLC held 281 PEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $29,074.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 298 shares
    Change vs previous 13F -627 shares

    <0.01% of the 13F portfolio, value $28,800.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 925 shares
    Change vs previous 13F -135,613 shares

    0.01% of the 13F portfolio, value $96,111.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 136,538 shares
    Change vs previous 13F +135,937 shares

    1.14% of the 13F portfolio, value $13,744,617.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 601 shares
    Change vs previous 13F -156,035 shares

    0.01% of the 13F portfolio, value $59,784.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 156,636 shares
    Change vs previous 13F +4,297 shares

    1.37% of the 13F portfolio, value $13,471,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, LLC
    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 152,339 shares
    Change vs previous 13F +5,934 shares

    1.49% of the 13F portfolio, value $15,044,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    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 146,405 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $15,235,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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