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Disclosery

Long Island Wealth Management, Inc.: PBFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Island Wealth Management, Inc. on PBFR, newest first. How the timeline and the estimate are built.

Long Island Wealth Management, Inc. held 9,974 PBFR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,974 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $305,607.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 9,974 shares
    Change vs previous 13F -26,003 shares

    0.13% of the 13F portfolio, value $289,249.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 35,977 shares
    Change vs previous 13F +560 shares

    0.5% of the 13F portfolio, value $1,051,241.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 35,417 shares
    Change vs previous 13F +148 shares

    0.49% of the 13F portfolio, value $1,012,742.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 35,269 shares
    Change vs previous 13F -133,282 shares

    0.51% of the 13F portfolio, value $974,829.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 168,551 shares
    Change vs previous 13F -199,467 shares

    2.68% of the 13F portfolio, value $4,408,461.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 368,018 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $9,737,462.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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