Position in PBT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,071,912
+$603,896 QoQ
Shares Held
42,808
+96.8% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#30
of 101 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Family Manage LLC holds $2,188,119 across 3 Oil & Gas Midstream names. PBT ranks #1 (49.0% of the industry book) .
All Filings in PBT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,912 | 42,808 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $468,016 | 21,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $369,281 | 21,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $269,132 | 14,747 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $157,282 | 12,623 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||