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Portland Financial Advisors Inc: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on STIP, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 23,173 STIP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,173 shares
    Change vs previous 13F +868 shares

    4.32% of the 13F portfolio, value $2,367,354.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 22,305 shares
    Change vs previous 13F +194 shares

    4.8% of the 13F portfolio, value $2,307,006.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 22,111 shares
    Change vs previous 13F +484 shares

    4.81% of the 13F portfolio, value $2,263,945.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 21,627 shares
    Change vs previous 13F +865 shares

    4.77% of the 13F portfolio, value $2,235,367.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 20,762 shares
    Change vs previous 13F +316 shares

    5.13% of the 13F portfolio, value $2,136,617.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 20,446 shares
    Change vs previous 13F +45 shares

    5.41% of the 13F portfolio, value $2,115,548.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 20,401 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $2,052,341.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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