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Disclosery

BOYUM WEALTH ARCHITECTS LLC: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOYUM WEALTH ARCHITECTS LLC on PTRB, newest first. How the timeline and the estimate are built.

BOYUM WEALTH ARCHITECTS LLC held 680,149 PTRB shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 680,149 shares
    Change vs previous 13F +1,980 shares

    10.9% of the 13F portfolio, value $26,808,074.

    13F-HR 0002068635-26-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 678,169 shares
    Change vs previous 13F +22,338 shares

    11.09% of the 13F portfolio, value $27,859,183.

    13F-HR 0002068635-26-000004 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 655,831 shares
    Change vs previous 13F +50,029 shares

    11.41% of the 13F portfolio, value $27,302,245.

    13F-HR 0002068635-26-000002 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 605,802 shares
    Change vs previous 13F +176,871 shares

    11.94% of the 13F portfolio, value $25,552,728.

    13F-HR 0002068635-26-000001 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 428,931 shares
    Change vs previous 13F +67,906 shares

    11.15% of the 13F portfolio, value $18,100,888.

    13F-HR 0002068635-25-000007 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 361,025 shares
    Change vs previous 13F -3,742 shares

    11.12% of the 13F portfolio, value $15,101,676.

    13F-HR 0002068635-25-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 364,767 shares
    Change vs previous 13F not available

    14.8% of the 13F portfolio, value $15,225,302.

    13F-HR 0002068635-25-000001 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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