Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
PBT holding history
Permian Basin Royalty Trust in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PBT overviewAll 13F holders of PBTFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −86−100.0% | Sold out | Holders |
| Q1 2025 | 86 | $857 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 86 | $953 | <0.1% | +1+1.2% | Added | Holders |
| Q3 2024 | 85 | $1.01K | <0.1% | +1+1.2% | Added | Holders |
| Q2 2024 | 84 | $944 | <0.1% | +1+1.2% | Added | Holders |
| Q1 2024 | 83 | $1.09K | <0.1% | +1+1.2% | Added | Holders |
| Q4 2023 | 82 | $1.14K | <0.1% | +1+1.2% | Added | Holders |
| Q3 2023 | 81 | $1.71K | <0.1% | +1+1.3% | Added | Holders |
| Q2 2023 | 80 | $2.00K | <0.1% | +50+166.7% | Added | Holders |
| Q1 2023 | 30 | $732 | <0.1% | +30 | New | Holders |