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Gallagher Fiduciary Advisors, LLC: PTEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gallagher Fiduciary Advisors, LLC on PTEN, newest first. How the timeline and the estimate are built.

Gallagher Fiduciary Advisors, LLC held 37,693 PTEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,693 shares
    Change vs previous 13F +2,835 shares

    0.01% of the 13F portfolio, value $346,024.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, 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 34,858 shares
    Change vs previous 13F +12,211 shares

    0.01% of the 13F portfolio, value $377,507.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, 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 22,647 shares
    Change vs previous 13F +1,815 shares

    <0.01% of the 13F portfolio, value $138,373.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, 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 20,832 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $107,910.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, 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 20,379 shares
    Change vs previous 13F +3,861 shares

    <0.01% of the 13F portfolio, value $120,846.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, 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 16,518 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $135,777.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, 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 14,856 shares
    Change vs previous 13F +1,731 shares

    0.02% of the 13F portfolio, value $122,711.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, 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 13,125 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $100,403.

    13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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