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Disclosery

Maia Wealth LLC: PTRB position timeline

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

Maia Wealth LLC held 81,751 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,751 shares
    Change vs previous 13F +2,793 shares

    0.5% of the 13F portfolio, value $3,389,378.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 78,958 shares
    Change vs previous 13F +1,861 shares

    0.55% of the 13F portfolio, value $3,277,530.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 77,097 shares
    Change vs previous 13F +5,850 shares

    0.56% of the 13F portfolio, value $3,269,670.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 71,247 shares
    Change vs previous 13F +19,516 shares

    0.51% of the 13F portfolio, value $3,005,198.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 51,731 shares
    Change vs previous 13F +10,837 shares

    0.41% of the 13F portfolio, value $2,163,908.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 40,894 shares
    Change vs previous 13F +4,747 shares

    0.38% of the 13F portfolio, value $1,670,929.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 36,147 shares
    Change vs previous 13F +14,036 shares

    0.32% of the 13F portfolio, value $1,491,281.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 22,111 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $924,461.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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