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Recurrent Investment Advisors LLC: PBA position timeline

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

Recurrent Investment Advisors LLC held 1,498,252 PBA 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 1,498,252 shares
    Change vs previous 13F +4,002 shares

    4.32% of the 13F portfolio, value $69,630,941.

    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 1,494,250 shares
    Change vs previous 13F +4,107 shares

    4.04% of the 13F portfolio, value $67,187,076.

    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 1,490,143 shares
    Change vs previous 13F -208,940 shares

    4.21% of the 13F portfolio, value $56,950,876.

    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 1,699,083 shares
    Change vs previous 13F -152,081 shares

    5.29% of the 13F portfolio, value $69,007,139.

    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 1,851,164 shares
    Change vs previous 13F -131,047 shares

    5.64% of the 13F portfolio, value $69,663,077.

    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 1,982,211 shares
    Change vs previous 13F +360,343 shares

    6.75% of the 13F portfolio, value $79,638,676.

    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 1,621,868 shares
    Change vs previous 13F -16,042 shares

    5.52% of the 13F portfolio, value $60,181,977.

    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 1,637,910 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $67,994,331.

    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).