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Disclosery

Sunbelt Securities, Inc.: PTY position timeline

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

Sunbelt Securities, Inc. held 3,600 PTY shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,600 shares
    Change vs previous 13F -28,439 shares

    <0.01% of the 13F portfolio, value $43,416.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,039 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $413,301.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 31,625 shares
    Change vs previous 13F +5,436 shares

    0.03% of the 13F portfolio, value $456,663.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 26,189 shares
    Change vs previous 13F -6,078 shares

    0.03% of the 13F portfolio, value $376,333.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 32,267 shares
    Change vs previous 13F +6,078 shares

    0.04% of the 13F portfolio, value $466,585.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,189 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $374,761.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,645 shares
    Change vs previous 13F -6,476 shares

    0.04% of the 13F portfolio, value $369,028.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,121 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $459,651.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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