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Disclosery

Waterloo Capital, L.P.: PFEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on PFEB, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 9,663 PFEB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,663 shares
    Change vs previous 13F -347 shares

    0.02% of the 13F portfolio, value $416,089.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 10,010 shares
    Change vs previous 13F +2,373 shares

    0.03% of the 13F portfolio, value $401,401.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 7,637 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $310,970.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 7,637 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $303,113.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 7,637 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $290,282.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 7,637 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $273,557.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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