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Disclosery

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: PPLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. on PPLI, newest first. How the timeline and the estimate are built.

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. held 0 PPLI shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -9,950 shares

    13F-HR 0001599852-26-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 9,950 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $389,045.

    13F-HR 0001599852-26-000001 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,215 shares
    Change vs previous 13F +235 shares

    0.06% of the 13F portfolio, value $348,025.

    13F-HR 0001599852-25-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,980 shares
    Change vs previous 13F +250 shares

    0.06% of the 13F portfolio, value $372,653.

    13F-HR 0001085146-25-005264 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,730 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $446,996.

    13F-HR 0001085146-25-003350 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,730 shares
    Change vs previous 13F +1,570 shares

    0.06% of the 13F portfolio, value $419,752.

    13F-HR 0001085146-25-001657 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,160 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $439,171.

    13F-HR 0001085146-24-005945 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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