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BEACON INVESTMENT ADVISORY SERVICES, INC. → PBT
BEACON INVESTMENT ADVISORY SERVICES, INC. PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
3
Latest value
$31K
Q3 2026
Peak value
$31K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $22K |
| Q2 2026 | $25K |
| Q3 2026 | $31K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31K | 1.0K | — | — |
| Q2 2026 | $25K | 1.0K | — | — |
| Q1 2026 | $22K | 1.0K | — | — |