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Disclosery

WealthPLAN Partners, LLC: PTRB position timeline

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

WealthPLAN Partners, LLC held 20,602 PTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,602 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $854,159.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 20,602 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $855,189.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 20,602 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $866,108.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 20,602 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $869,404.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 20,602 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $861,782.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 20,602 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $859,923.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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