Position in PBA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,074,598
+$176,459 QoQ
Shares Held
24,008
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Midwest Professional Planners, LTD. holds $7,243,072 across 4 Oil & Gas Midstream names. PBA ranks #3 (14.8% of the industry book) .
All Filings in PBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,074,598 | 24,008 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $898,139 | 23,598 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $682,034 | 16,857 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $633,543 | 16,890 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $663,617 | 16,578 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $612,298 | 16,571 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||