Position in PBR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$604,464
-$231,014 QoQ
Shares Held
37,405
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#315
of 603 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $9,554,202 across 5 Oil & Gas Integrated names. PBR ranks #4 (6.3% of the industry book) .
All Filings in PBR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,464 | 37,405 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $835,478 | 40,264 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $570,281 | 48,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $651,116 | 51,431 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $287,016 | 22,943 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $343,672 | 23,966 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $153,779 | 11,958 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $364,745 | 25,312 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $308,637 | 21,300 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $354,423 | 23,302 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $323,520 | 20,258 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $320,051 | 21,351 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $365,499 | 26,428 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $227,958 | 21,856 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $233,831 | 21,956 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $323,295 | 26,199 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $168,997 | 14,469 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $206,830 | 13,975 | Shares | Defined | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||