Position in PBT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$307,992
+$43,296 QoQ
Shares Held
12,300
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#56
of 101 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Ironwood Financial, llc holds $307,992 across 1 Oil & Gas Midstream name. PBT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
This page
|
12,300 | $307,992 |
All Filings in PBT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,992 | 12,300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $264,696 | 12,300 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $208,854 | 12,300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $224,475 | 12,300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $153,258 | 12,300 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $121,893 | 12,300 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $136,284 | 12,300 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $219,965 | 18,500 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||