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FAS Wealth Partners, Inc.: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on PTRB, newest first. How the timeline and the estimate are built.

FAS Wealth Partners, Inc. held 921,687 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 921,687 shares
    Change vs previous 13F +130,559 shares

    1.99% of the 13F portfolio, value $38,213,129.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 791,128 shares
    Change vs previous 13F +160,645 shares

    2.05% of the 13F portfolio, value $32,839,738.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 630,483 shares
    Change vs previous 13F +72,556 shares

    1.71% of the 13F portfolio, value $26,505,519.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 557,927 shares
    Change vs previous 13F +54,491 shares

    1.6% of the 13F portfolio, value $23,544,508.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 503,436 shares
    Change vs previous 13F +29,030 shares

    1.56% of the 13F portfolio, value $21,058,713.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 474,406 shares
    Change vs previous 13F +33,528 shares

    1.62% of the 13F portfolio, value $19,801,608.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 440,878 shares
    Change vs previous 13F +67,230 shares

    1.52% of the 13F portfolio, value $18,058,344.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 373,648 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $16,014,565.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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