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Thrive Wealth Management, LLC: PBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on PBA, newest first. How the timeline and the estimate are built.

Thrive Wealth Management, LLC held 15,313 PBA shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,313 shares
    Change vs previous 13F -8,108 shares

    0.09% of the 13F portfolio, value $708,226.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 23,421 shares
    Change vs previous 13F -2,741 shares

    0.16% of the 13F portfolio, value $1,048,324.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 26,162 shares
    Change vs previous 13F -711 shares

    0.15% of the 13F portfolio, value $995,726.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 26,873 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $1,087,282.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 27,039 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $1,014,233.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 27,014 shares
    Change vs previous 13F -446 shares

    0.21% of the 13F portfolio, value $1,081,370.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 27,460 shares
    Change vs previous 13F -408 shares

    0.18% of the 13F portfolio, value $1,014,647.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 27,868 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,149,276.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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