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Advisors Asset Management, Inc.: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on PTC, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 13,098 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,098 shares
    Change vs previous 13F -853 shares

    0.02% of the 13F portfolio, value $1,488,064.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 13,951 shares
    Change vs previous 13F +1,075 shares

    0.03% of the 13F portfolio, value $1,987,878.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 12,876 shares
    Change vs previous 13F +845 shares

    0.04% of the 13F portfolio, value $2,243,128.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 12,031 shares
    Change vs previous 13F +803 shares

    0.04% of the 13F portfolio, value $2,442,534.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 11,228 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $1,935,034.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 11,390 shares
    Change vs previous 13F +1,421 shares

    0.03% of the 13F portfolio, value $1,764,881.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 9,969 shares
    Change vs previous 13F +2,634 shares

    0.03% of the 13F portfolio, value $1,833,000.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 7,335 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,325,141.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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