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PATRON PARTNERS, LLC: PTY position timeline

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

PATRON PARTNERS, LLC held 21,480 PTY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,480 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $258,407.

    13F-HR 0001841768-26-000004 filed by PATRON PARTNERS, 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 21,381 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $257,861.

    13F-HR 0001841768-26-000002 filed by PATRON PARTNERS, 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 21,291 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $274,656.

    13F-HR 0001841768-26-000001 filed by PATRON PARTNERS, 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 21,421 shares
    Change vs previous 13F +85 shares

    0.14% of the 13F portfolio, value $309,313.

    13F-HR 0001841768-25-000007 filed by PATRON PARTNERS, 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 21,336 shares
    Change vs previous 13F +82 shares

    0.15% of the 13F portfolio, value $296,787.

    13F-HR 0001841768-25-000003 filed by PATRON PARTNERS, 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 21,254 shares
    Change vs previous 13F +77 shares

    0.17% of the 13F portfolio, value $307,332.

    13F-HR 0001831263-25-000003 filed by PATRON PARTNERS, 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 21,177 shares
    Change vs previous 13F -81 shares

    0.16% of the 13F portfolio, value $304,314.

    13F-HR 0001841768-25-000001 filed by PATRON PARTNERS, 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 21,258 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $305,902.

    13F-HR 0001831263-24-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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