Lifetime Wealth Management P.C. PBR/A β€” PETROLEO BRASILEIRO S A

Ownership history in Lifetime Wealth Management P.C.  Β·  1 quarter on record

AI Ownership Summary

Lifetime Wealth Management P.C. reported PETROLEO BRASILEIRO S A (PBR/A) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 7.01% in 2026 Q1. The latest visible filing shows PBR/A at 7.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBR/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifetime Wealth Management P.C.'s position in PETROLEO BRASILEIRO S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBR/A was reported at 7.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lifetime Wealth Management P.C. held PBR/A β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 656,972 β€” β€” 7.01% $12.3M 2026-05-15 $19.29

FAQ About Lifetime Wealth Management P.C. and PBR/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifetime Wealth Management P.C. reported owning PBR/A?

Lifetime Wealth Management P.C. reported PBR/A across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PBR/A position in Lifetime Wealth Management P.C.'s portfolio?

The largest reported portfolio weight for PBR/A was 7.01% in 2026 Q1.

What is the latest reported PBR/A position on this page?

The most recent filing on this page is 2026 Q1, when Lifetime Wealth Management P.C. reported 656,972 shares, equal to 7.01% of portfolio, with an estimated market value of $12.3M.

What does the chart on this PBR/A ownership page compare?

The chart compares Lifetime Wealth Management P.C.'s quarterly PBR/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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