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Detalus Advisors, LLC: PPA position timeline

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

Detalus Advisors, LLC held 51,507 PPA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,507 shares
    Change vs previous 13F +8,241 shares

    1.77% of the 13F portfolio, value $9,098,715.

    13F-HR 0001799677-26-000005 filed by Detalus 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 43,266 shares
    Change vs previous 13F +9,978 shares

    1.64% of the 13F portfolio, value $7,169,108.

    13F-HR 0001799677-26-000003 filed by Detalus 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 33,288 shares
    Change vs previous 13F +4,717 shares

    1.27% of the 13F portfolio, value $5,213,876.

    13F-HR 0001799677-26-000001 filed by Detalus 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 28,571 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,441,393.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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