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Access Investment Management LLC → PBT
Access Investment Management LLC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$57K
Q3 2026
Peak value
$73K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $73K |
| Q4 2025 | $73K |
| Q1 2026 | $65K |
| Q2 2026 | $45K |
| Q3 2026 | $57K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57K | 1.8K | — | — |
| Q2 2026 | $45K | 1.8K | — | — |
| Q1 2026 | $65K | 3.0K | — | — |
| Q4 2025 | $73K | 4.0K | — | — |
| Q3 2025 | $73K | 4.0K | — | — |