Position in PBT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,008
+$704 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 101 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $22,529 across 3 Oil & Gas Midstream names. PBT ranks #3 (22.2% of the industry book) .
All Filings in PBT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,008 | 200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,304 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,396 | 200 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,650 | 200 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,492 | 200 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,982 | 200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,216 | 200 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,378 | 200 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,252 | 200 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,420 | 200 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,584 | 400 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $4,250 | 200 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $496 | 200 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||