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First Heartland Consultants, Inc.: PTRB position timeline

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

First Heartland Consultants, Inc. held 324,767 PTRB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 324,767 shares
    Change vs previous 13F +12,620 shares

    0.85% of the 13F portfolio, value $12,808,810.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 312,147 shares
    Change vs previous 13F +3,317 shares

    0.84% of the 13F portfolio, value $12,941,615.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    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 308,830 shares
    Change vs previous 13F +9,401 shares

    0.98% of the 13F portfolio, value $12,819,533.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 299,429 shares
    Change vs previous 13F +37,581 shares

    0.95% of the 13F portfolio, value $12,587,995.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 261,848 shares
    Change vs previous 13F +58,894 shares

    0.89% of the 13F portfolio, value $11,049,986.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 202,954 shares
    Change vs previous 13F +22,448 shares

    0.76% of the 13F portfolio, value $8,489,566.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    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 180,506 shares
    Change vs previous 13F +173,728 shares

    0.78% of the 13F portfolio, value $7,534,284.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,778 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $277,627.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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