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Disclosery

Kelly Financial Services LLC: PBTP position timeline

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

Kelly Financial Services LLC held 50,618 PBTP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,618 shares
    Change vs previous 13F +12,068 shares

    0.28% of the 13F portfolio, value $1,298,601.

    13F-HR 0001754960-26-000499 filed by Kelly Financial Services 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 38,550 shares
    Change vs previous 13F +3,012 shares

    0.24% of the 13F portfolio, value $1,006,751.

    13F-HR 0001754960-26-000221 filed by Kelly Financial Services 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 35,538 shares
    Change vs previous 13F -161,017 shares

    0.23% of the 13F portfolio, value $920,965.

    13F-HR 0001754960-26-000039 filed by Kelly Financial Services 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 196,555 shares
    Change vs previous 13F +17,203 shares

    1.33% of the 13F portfolio, value $5,136,928.

    13F-HR 0001754960-25-000659 filed by Kelly Financial Services 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 179,352 shares
    Change vs previous 13F +149,346 shares

    1.37% of the 13F portfolio, value $4,655,073.

    13F-HR 0001754960-25-000424 filed by Kelly Financial Services 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 30,006 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $779,031.

    13F-HR 0001754960-25-000199 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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