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GENESIS PRIVATE WEALTH, LLC: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on PTRB, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 231,788 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,788 shares
    Change vs previous 13F +9,205 shares

    2.7% of the 13F portfolio, value $9,609,916.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 222,583 shares
    Change vs previous 13F -90 shares

    2.91% of the 13F portfolio, value $9,239,410.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 222,673 shares
    Change vs previous 13F +18,200 shares

    2.9% of the 13F portfolio, value $9,361,154.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 204,473 shares
    Change vs previous 13F +3,953 shares

    3.63% of the 13F portfolio, value $8,628,752.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    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 200,520 shares
    Change vs previous 13F +2,093 shares

    3.95% of the 13F portfolio, value $8,387,752.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    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 198,427 shares
    Change vs previous 13F +8,504 shares

    4.39% of the 13F portfolio, value $8,282,303.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    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 189,923 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $7,779,246.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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