Petros Family Wealth, LLC: TPL position timeline

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

Petros Family Wealth, LLC held 739 TPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 739 shares
Change vs previous 13F +113 shares
0.2% of the 13F portfolio, value $323,416.
13F-HR 0002004963-26-000003 filed by Petros Family Wealth, LLC
Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 626 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $297,075.
13F-HR 0002004963-26-000002 filed by Petros Family Wealth, LLC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).