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Disclosery

Team Financial Group, LLC: PTRB position timeline

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

Team Financial Group, LLC held 320,609 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,609 shares
    Change vs previous 13F -13,329 shares

    5.64% of the 13F portfolio, value $13,292,461.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 333,938 shares
    Change vs previous 13F +15,736 shares

    6.29% of the 13F portfolio, value $13,861,775.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 318,202 shares
    Change vs previous 13F +14,383 shares

    6.07% of the 13F portfolio, value $13,377,216.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 303,819 shares
    Change vs previous 13F +2,933 shares

    5.94% of the 13F portfolio, value $12,821,142.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 300,886 shares
    Change vs previous 13F +29,095 shares

    6.19% of the 13F portfolio, value $12,586,066.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, 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 271,791 shares
    Change vs previous 13F +9,911 shares

    6.55% of the 13F portfolio, value $11,344,502.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, 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 261,880 shares
    Change vs previous 13F +19,166 shares

    6.15% of the 13F portfolio, value $10,726,600.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, 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 242,714 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $10,402,713.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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