Skip to content
Disclosery

Petrus Trust Company, LTA: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Petrus Trust Company, LTA on MSCI, newest first. How the timeline and the estimate are built.

Petrus Trust Company, LTA held 58,146 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,146 shares
    Change vs previous 13F -3,500 shares

    3.06% of the 13F portfolio, value $32,564,086.

    13F-HR 0001193125-26-351101 filed by Petrus Trust Company, LTA
    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 61,646 shares
    Change vs previous 13F +1,560 shares

    3.63% of the 13F portfolio, value $33,227,810.

    13F-HR 0001193125-26-225732 filed by Petrus Trust Company, LTA
    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 60,086 shares
    Change vs previous 13F +3,650 shares

    3.49% of the 13F portfolio, value $34,473,141.

    13F-HR 0001193125-26-053574 filed by Petrus Trust Company, LTA
    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 56,436 shares
    Change vs previous 13F -741 shares

    3.51% of the 13F portfolio, value $32,022,351.

    13F-HR 0001193125-25-282102 filed by Petrus Trust Company, LTA
    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 57,177 shares
    Change vs previous 13F +119 shares

    3.42% of the 13F portfolio, value $32,976,263.

    13F-HR 0000950123-25-008150 filed by Petrus Trust Company, LTA
    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 57,058 shares
    Change vs previous 13F +5,892 shares

    3.01% of the 13F portfolio, value $32,266,299.

    13F-HR 0000950123-25-005574 filed by Petrus Trust Company, LTA
    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 51,166 shares
    Change vs previous 13F +7,878 shares

    2.97% of the 13F portfolio, value $30,700,112.

    13F-HR 0000950123-25-002451 filed by Petrus Trust Company, LTA
    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 43,288 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $25,233,874.

    13F-HR 0000950123-24-011602 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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