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Integrity Wealth Solutions LLC: PTRB position timeline

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

Integrity Wealth Solutions LLC held 206,064 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,064 shares
    Change vs previous 13F -7,093 shares

    3.16% of the 13F portfolio, value $8,543,408.

    13F-HR 0002006918-26-000004 filed by Integrity Wealth Solutions 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 213,157 shares
    Change vs previous 13F +13,257 shares

    3.48% of the 13F portfolio, value $8,848,137.

    13F-HR 0002006918-26-000002 filed by Integrity Wealth Solutions 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 199,900 shares
    Change vs previous 13F +17,244 shares

    3.32% of the 13F portfolio, value $8,403,791.

    13F-HR 0002006918-26-000001 filed by Integrity Wealth Solutions 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 182,656 shares
    Change vs previous 13F +24,917 shares

    3.44% of the 13F portfolio, value $7,708,064.

    13F-HR 0002006918-25-000007 filed by Integrity Wealth Solutions 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 157,739 shares
    Change vs previous 13F +4,302 shares

    3.22% of the 13F portfolio, value $6,598,231.

    13F-HR 0002006918-25-000005 filed by Integrity Wealth Solutions 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 153,437 shares
    Change vs previous 13F +9,343 shares

    3.47% of the 13F portfolio, value $6,404,426.

    13F-HR 0002006918-25-000002 filed by Integrity Wealth Solutions 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 144,094 shares
    Change vs previous 13F +17,990 shares

    3.32% of the 13F portfolio, value $5,930,666.

    13F-HR 0002006918-25-000001 filed by Integrity Wealth Solutions LLC
    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 126,104 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,404,810.

    13F-HR 0002006918-24-000004 filed by Integrity Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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