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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: PTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on PTRB, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 67,211 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,211 shares
    Change vs previous 13F +1,997 shares

    0.88% of the 13F portfolio, value $2,786,575.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, 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 65,214 shares
    Change vs previous 13F +1,767 shares

    0.99% of the 13F portfolio, value $2,707,047.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, 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 63,447 shares
    Change vs previous 13F +8,601 shares

    1.02% of the 13F portfolio, value $2,667,304.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, 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 54,846 shares
    Change vs previous 13F +3,853 shares

    1% of the 13F portfolio, value $2,314,486.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, 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 50,993 shares
    Change vs previous 13F +13,418 shares

    1.01% of the 13F portfolio, value $2,133,037.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, 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 37,575 shares
    Change vs previous 13F +16,790 shares

    0.82% of the 13F portfolio, value $1,568,373.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, 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 20,785 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $851,354.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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