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Disclosery

Putney Financial Group LLC: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Putney Financial Group LLC on IBKR, newest first. How the timeline and the estimate are built.

Putney Financial Group LLC held 8,230 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,230 shares
    Change vs previous 13F -160 shares

    0.65% of the 13F portfolio, value $716,339.

    13F-HR 0002056907-26-000003 filed by Putney Financial Group 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 8,390 shares
    Change vs previous 13F -50 shares

    0.57% of the 13F portfolio, value $562,717.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 8,440 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $542,776.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 8,440 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $580,756.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 8,440 shares
    Change vs previous 13F +6,233 shares

    0.47% of the 13F portfolio, value $467,660.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 2,207 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $365,457.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group LLC
    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 2,207 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $389,911.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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