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
- period ended2026-06-3013F 51,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,266 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,571 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).