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Recurrent Investment Advisors LLC: PAGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on PAGP, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 1,791,325 PAGP 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 1,791,325 shares
    Change vs previous 13F -333,622 shares

    2.71% of the 13F portfolio, value $43,595,958.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 2,124,947 shares
    Change vs previous 13F -307,850 shares

    3.09% of the 13F portfolio, value $51,369,177.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 2,432,797 shares
    Change vs previous 13F -214 shares

    3.44% of the 13F portfolio, value $46,587,213.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors 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 2,433,011 shares
    Change vs previous 13F -271,183 shares

    3.4% of the 13F portfolio, value $44,378,121.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors 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 2,704,194 shares
    Change vs previous 13F +3,214 shares

    4.25% of the 13F portfolio, value $52,581,720.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 2,700,980 shares
    Change vs previous 13F -1,764 shares

    4.89% of the 13F portfolio, value $57,719,077.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 2,702,744 shares
    Change vs previous 13F -51,828 shares

    4.57% of the 13F portfolio, value $49,780,916.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    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 2,754,572 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $51,039,833.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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