Position in PBA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$708,226
-$340,097 QoQ
Shares Held
15,313
-34.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#231
of 431 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Thrive Wealth Management, LLC holds $1,434,035 across 3 Oil & Gas Midstream names. PBA ranks #1 (49.4% of the industry book) .
All Filings in PBA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,226 | 15,313 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,048,323 | 23,421 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $995,725 | 26,162 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,087,281 | 26,873 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,014,232 | 27,039 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,081,370 | 27,014 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,014,647 | 27,460 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,149,276 | 27,868 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,033,901 | 27,883 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $986,092 | 27,903 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,023,616 | 29,739 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $876,850 | 29,170 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $760,250 | 24,181 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $934,189 | 28,833 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $842,401 | 24,813 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $632,637 | 20,831 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $663,378 | 18,766 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $609,420 | 16,208 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $491,588 | 16,208 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||