Aptus Capital Advisors, LLC: PTLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on PTLC, newest first. How the timeline and the estimate are built.
Aptus Capital Advisors, LLC held 489 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 489 sharesChange vs previous 13F -92 shares
<0.01% of the 13F portfolio, value $28,489.
13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 581 sharesChange vs previous 13F +464 shares
<0.01% of the 13F portfolio, value $30,479.
13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 117 sharesChange vs previous 13F -26 shares
<0.01% of the 13F portfolio, value $6,503.
13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 143 sharesChange vs previous 13F +26 shares
<0.01% of the 13F portfolio, value $7,831.
13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 117 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,939.
13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 117 sharesChange vs previous 13F -473 shares
<0.01% of the 13F portfolio, value $6,020.
13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 590 sharesChange vs previous 13F +565 shares
<0.01% of the 13F portfolio, value $31,741.
13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,314.
13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).