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Disclosery

Advisory Resource Group: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on PTRB, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 535,104 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 535,104 shares
    Change vs previous 13F +35,025 shares

    3.34% of the 13F portfolio, value $22,185,412.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 500,079 shares
    Change vs previous 13F +27,219 shares

    3.57% of the 13F portfolio, value $20,758,279.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 472,860 shares
    Change vs previous 13F +17,682 shares

    3.5% of the 13F portfolio, value $19,879,034.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 455,178 shares
    Change vs previous 13F +245,134 shares

    3.45% of the 13F portfolio, value $19,208,512.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 210,044 shares
    Change vs previous 13F +12,863 shares

    1.69% of the 13F portfolio, value $8,786,141.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 197,181 shares
    Change vs previous 13F +12,772 shares

    1.68% of the 13F portfolio, value $8,230,296.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 184,409 shares
    Change vs previous 13F +60,952 shares

    1.6% of the 13F portfolio, value $7,553,393.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 123,457 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $5,291,367.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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