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STEINBERGANNA WEALTH MANAGEMENT: BTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEINBERGANNA WEALTH MANAGEMENT on BTU, newest first. How the timeline and the estimate are built.

STEINBERGANNA WEALTH MANAGEMENT held 62,319 BTU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,319 shares
    Change vs previous 13F +575 shares

    0.59% of the 13F portfolio, value $1,440,815.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 61,744 shares
    Change vs previous 13F +703 shares

    0.98% of the 13F portfolio, value $2,034,465.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 61,041 shares
    Change vs previous 13F +2,396 shares

    0.85% of the 13F portfolio, value $1,812,918.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 58,645 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,555,265.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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