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SteelPeak Wealth, LLC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4.1M |
| Q1 2026 | $947K |
| Q2 2026 | $5M |
| Q2 2026 | $351K |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 188.0K | — | — |
| Q2 2026 | $351K | 14.0K | — | — |
| Q2 2026 | $5M | 199.4K | — | — |
| Q1 2026 | $947K | 44.0K | — | — |
| Q1 2026 | $4.1M | 191.1K | — | — |