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Safir Wealth Advisors, LLC: PNRG position timeline

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

Safir Wealth Advisors, LLC held 1,244 PNRG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,244 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $207,611.

    13F-HR 0001951757-26-000966 filed by Safir Wealth 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 1,244 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $289,665.

    13F-HR 0001951757-26-000554 filed by Safir Wealth 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 1,244 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $212,724.

    13F-HR 0001951757-26-000011 filed by Safir Wealth 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 1,244 shares
    Change vs previous 13F +1,244 shares

    0.15% of the 13F portfolio, value $207,785.

    13F-HR 0001951757-25-001214 filed by Safir Wealth 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 0 shares
    Change vs previous 13F -1,244 shares

    13F-HR 0001951757-25-000908 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,244 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $283,495.

    13F-HR 0001951757-25-000313 filed by Safir Wealth 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 1,244 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $273,170.

    13F-HR 0001951757-25-000045 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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