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ASSETMARK, INC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$6K
Q3 2026
Peak value
$6K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $2K |
| Q1 2026 | $4K |
| Q2 2026 | $5K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 180 | — | — |
| Q2 2026 | $5K | 189 | — | — |
| Q1 2026 | $4K | 200 | — | — |
| Q4 2025 | $2K | 142 | — | — |
| Q3 2025 | $3K | 142 | — | — |