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Disclosery

Gimbal Financial: PTEU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gimbal Financial on PTEU, newest first. How the timeline and the estimate are built.

Gimbal Financial held 9,253 PTEU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,253 shares
    Change vs previous 13F -44,978 shares

    0.2% of the 13F portfolio, value $308,250.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 54,231 shares
    Change vs previous 13F -4,445 shares

    0.97% of the 13F portfolio, value $1,621,951.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 58,676 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,686,514.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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