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HOWARD FINANCIAL SERVICES, LTD.: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD FINANCIAL SERVICES, LTD. on PTRB, newest first. How the timeline and the estimate are built.

HOWARD FINANCIAL SERVICES, LTD. held 781,736 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 781,736 shares
    Change vs previous 13F +1,951 shares

    3.24% of the 13F portfolio, value $32,410,759.

    13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 779,785 shares
    Change vs previous 13F +46,787 shares

    3.65% of the 13F portfolio, value $32,368,860.

    13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 732,998 shares
    Change vs previous 13F +55,578 shares

    3.6% of the 13F portfolio, value $30,815,222.

    13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 677,420 shares
    Change vs previous 13F +12,571 shares

    3.5% of the 13F portfolio, value $28,587,127.

    13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 664,849 shares
    Change vs previous 13F -4,383 shares

    3.66% of the 13F portfolio, value $27,810,639.

    13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 669,232 shares
    Change vs previous 13F -42,169 shares

    3.8% of the 13F portfolio, value $27,933,610.

    13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 711,401 shares
    Change vs previous 13F +82,046 shares

    3.96% of the 13F portfolio, value $29,138,968.

    13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 629,355 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $26,974,168.

    13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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