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Disclosery

Advisor Resource Council: PTLC position timeline

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

Advisor Resource Council held 20,072 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,072 shares
    Change vs previous 13F -260 shares

    0.39% of the 13F portfolio, value $1,169,398.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,332 shares
    Change vs previous 13F -5,888 shares

    0.42% of the 13F portfolio, value $1,066,620.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 26,220 shares
    Change vs previous 13F -1,723 shares

    0.52% of the 13F portfolio, value $1,457,311.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,943 shares
    Change vs previous 13F -2,724 shares

    2.07% of the 13F portfolio, value $1,530,160.

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,667 shares
    Change vs previous 13F -99,567 shares

    0.76% of the 13F portfolio, value $1,556,658.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 130,234 shares
    Change vs previous 13F +68,788 shares

    0.54% of the 13F portfolio, value $6,700,570.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 61,446 shares
    Change vs previous 13F +61,446 shares

    2.36% of the 13F portfolio, value $3,283,670.

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.