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Disclosery

Argo Wealth Advisory, LLC: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Argo Wealth Advisory, LLC on PTC, newest first. How the timeline and the estimate are built.

Argo Wealth Advisory, LLC held 15,188 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,188 shares
    Change vs previous 13F +331 shares

    0.95% of the 13F portfolio, value $1,725,509.

    13F-HR 0001951757-26-001136 filed by Argo Wealth Advisory, LLC
    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 14,857 shares
    Change vs previous 13F +647 shares

    1.24% of the 13F portfolio, value $2,116,974.

    13F-HR 0001951757-26-000663 filed by Argo Wealth Advisory, LLC
    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 14,210 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,475,524.

    13F-HR 0001951757-26-000305 filed by Argo Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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