Skip to content
Disclosery

Sara-Bay Financial: P position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on P, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 197,910 P shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,910 shares
    Change vs previous 13F -1,186 shares

    4.15% of the 13F portfolio, value $15,593,329.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 199,096 shares
    Change vs previous 13F -6,265 shares

    3.53% of the 13F portfolio, value $11,754,628.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 205,361 shares
    Change vs previous 13F -1,358 shares

    4.16% of the 13F portfolio, value $13,921,422.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 206,719 shares
    Change vs previous 13F -1,679 shares

    4.84% of the 13F portfolio, value $17,325,119.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 208,398 shares
    Change vs previous 13F -6,221 shares

    4.29% of the 13F portfolio, value $11,999,557.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 214,619 shares
    Change vs previous 13F +943 shares

    4.36% of the 13F portfolio, value $9,872,474.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 213,676 shares
    Change vs previous 13F -2,154 shares

    4.95% of the 13F portfolio, value $13,350,476.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 215,830 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $10,843,299.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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