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Disclosery

Prism Advisors, Inc.: PBW position timeline

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

Prism Advisors, Inc. held 25,686 PBW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,686 shares
    Change vs previous 13F +17,503 shares

    0.18% of the 13F portfolio, value $726,657.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,183 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $319,219.

    13F-HR 0001717027-26-000006 filed by Prism 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 ended2026-03-31
    13F 8,165 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $257,851.

    13F-HR 0001717027-26-000004 filed by Prism 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 ended2025-12-31
    13F 8,145 shares
    Change vs previous 13F -2,156 shares

    0.07% of the 13F portfolio, value $248,748.

    13F-HR 0001717027-26-000002 filed by Prism 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 ended2025-09-30
    13F 10,301 shares
    Change vs previous 13F -337 shares

    0.08% of the 13F portfolio, value $297,493.

    13F-HR 0001717027-25-000008 filed by Prism 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 ended2025-06-30
    13F 10,638 shares
    Change vs previous 13F +328 shares

    0.06% of the 13F portfolio, value $211,909.

    13F-HR 0001717027-25-000005 filed by Prism 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 ended2025-03-31
    13F 10,310 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $162,279.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,347 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $207,043.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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