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Cresta Advisors, Ltd.: PMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresta Advisors, Ltd. on PMBS, newest first. How the timeline and the estimate are built.

Cresta Advisors, Ltd. held 171,795 PMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,795 shares
    Change vs previous 13F +10,167 shares

    3.05% of the 13F portfolio, value $8,483,252.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 161,628 shares
    Change vs previous 13F +3,293 shares

    3.28% of the 13F portfolio, value $8,016,733.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 158,335 shares
    Change vs previous 13F +4,932 shares

    3.3% of the 13F portfolio, value $7,868,460.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 153,403 shares
    Change vs previous 13F +17,298 shares

    3.4% of the 13F portfolio, value $7,617,529.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 136,105 shares
    Change vs previous 13F -2,225 shares

    3.25% of the 13F portfolio, value $6,675,947.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 138,330 shares
    Change vs previous 13F -18,647 shares

    3.52% of the 13F portfolio, value $6,789,252.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 156,977 shares
    Change vs previous 13F 0 shares

    4.1% of the 13F portfolio, value $7,835,628.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 156,977 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $7,835,628.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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