Question 1

How many shares of PBT does LPL Financial LLC own?

Accepted Answer

As of 2026-Q2, LPL Financial LLC holds 197,716 shares of PBT (PERMIAN BASIN RTY TR).

Question 2

What is LPL Financial LLC's PBT position worth?

Accepted Answer

As of 2026-Q2, LPL Financial LLC's PBT position is worth $5M.

Question 3

Is LPL Financial LLC buying or selling PBT?

Accepted Answer

In 2026-Q2, LPL Financial LLC decreased their PBT position (-6.4% change in shares).

Question 4

When did LPL Financial LLC first buy PBT?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in PBT in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	197,716	-6.4%	$5M	0.0%	$25.00	0
2026-Q1	Decreased	211,240	-8.1%	$4.5M	0.0%	$21.42	0
2025-Q4	Decreased	229,956	-1.6%	$3.9M	0.0%	$16.84	0
2025-Q3	Decreased	233,704	-0.9%	$4.3M	0.0%	$18.05	0
2025-Q2	Decreased	235,797	-0.4%	$2.9M	0.0%	$12.22	0
2025-Q1	Decreased	236,783	-18.9%	$2.3M	0.0%	$9.67	0
2024-Q4	Increased	292,045	+7.5%	$3.2M	0.0%	$10.76	28
2024-Q3	Decreased	271,549	-13.1%	$3.2M	0.0%	$11.47	0