Skip to content

Advisor Group, Inc.: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor Group, Inc. on PTLC, newest first. How the timeline and the estimate are built.

Advisor Group, Inc. held 685,960 PTLC shares at 2019-12-31 per its 13F-HR filed 2020-02-12.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 685,960 shares
    Change vs previous 13F +76,795 shares

    0.16% of the 13F portfolio, value $22,953,000.

    13F-HR 0001681115-20-000002 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 609,165 shares
    Change vs previous 13F +45,824 shares

    0.14% of the 13F portfolio, value $18,926,000.

    13F-HR 0001681115-19-000015 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 563,341 shares
    Change vs previous 13F +108,506 shares

    0.13% of the 13F portfolio, value $17,242,000.

    13F-HR 0001681115-19-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 454,835 shares
    Change vs previous 13F +83,245 shares

    0.11% of the 13F portfolio, value $13,363,000.

    13F-HR 0001681115-19-000003 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 371,590 shares
    Change vs previous 13F +120,525 shares

    0.1% of the 13F portfolio, value $10,691,000.

    13F-HR 0001681115-19-000001 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 251,065 shares
    Change vs previous 13F +20,286 shares

    0.08% of the 13F portfolio, value $7,904,000.

    13F-HR 0001681115-18-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 230,779 shares
    Change vs previous 13F -888 shares

    0.09% of the 13F portfolio, value $6,759,000.

    13F-HR 0001681115-18-000008 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 231,667 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,569,000.

    13F-HR 0001681115-18-000006 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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