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Savvy Advisors, Inc.: PB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on PB, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 68,711 PB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,711 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $5,017,964.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 68,687 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $4,614,393.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 68,705 shares
    Change vs previous 13F +806 shares

    0.15% of the 13F portfolio, value $4,748,203.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 67,899 shares
    Change vs previous 13F +4,637 shares

    0.21% of the 13F portfolio, value $4,505,099.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 63,262 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $4,443,523.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 63,271 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,515,651.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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