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Disclosery

Sowell Financial Services LLC: PBTP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on PBTP, newest first. How the timeline and the estimate are built.

Sowell Financial Services LLC held 79,397 PBTP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,397 shares
    Change vs previous 13F -11,938 shares

    0.07% of the 13F portfolio, value $2,036,941.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 91,335 shares
    Change vs previous 13F +11,567 shares

    0.09% of the 13F portfolio, value $2,388,413.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 79,768 shares
    Change vs previous 13F +873 shares

    0.08% of the 13F portfolio, value $2,067,191.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 78,895 shares
    Change vs previous 13F +655 shares

    0.08% of the 13F portfolio, value $2,061,910.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 78,240 shares
    Change vs previous 13F +2,119 shares

    0.08% of the 13F portfolio, value $2,030,711.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 76,121 shares
    Change vs previous 13F +2,107 shares

    0.09% of the 13F portfolio, value $1,976,277.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 74,014 shares
    Change vs previous 13F +15,557 shares

    0.1% of the 13F portfolio, value $1,879,949.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 58,457 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,492,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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