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Petros Family Wealth, LLC: IBTP position timeline

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

Petros Family Wealth, LLC held 44,648 IBTP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,648 shares
    Change vs previous 13F +3,505 shares

    0.69% of the 13F portfolio, value $1,133,385.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 41,143 shares
    Change vs previous 13F +21,098 shares

    0.75% of the 13F portfolio, value $1,054,495.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 20,045 shares
    Change vs previous 13F +2,289 shares

    0.34% of the 13F portfolio, value $517,351.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 17,756 shares
    Change vs previous 13F +1,443 shares

    0.39% of the 13F portfolio, value $460,058.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 16,313 shares
    Change vs previous 13F +3,063 shares

    0.38% of the 13F portfolio, value $419,339.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 13,250 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $340,128.

    13F-HR 0002004963-25-000002 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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