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Disclosery

4WEALTH ADVISORS, INC.: PTLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on PTLO, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 70,300 PTLO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,300 shares
    Change vs previous 13F -15,531 shares

    0.17% of the 13F portfolio, value $249,565.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 85,831 shares
    Change vs previous 13F +3,305 shares

    0.31% of the 13F portfolio, value $407,697.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 82,526 shares
    Change vs previous 13F -2,704 shares

    0.37% of the 13F portfolio, value $433,262.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 85,230 shares
    Change vs previous 13F +362 shares

    0.34% of the 13F portfolio, value $386,944.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 84,868 shares
    Change vs previous 13F +42,687 shares

    0.51% of the 13F portfolio, value $547,399.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 42,181 shares
    Change vs previous 13F -1,361 shares

    0.51% of the 13F portfolio, value $492,252.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 43,542 shares
    Change vs previous 13F +13,792 shares

    0.57% of the 13F portfolio, value $517,714.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 29,750 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $279,650.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).