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Disclosery

BCS Wealth Management: PTLC position timeline

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

BCS Wealth Management held 3,542 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,542 shares
    Change vs previous 13F +3,542 shares

    0.04% of the 13F portfolio, value $206,364.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 0 shares
    Change vs previous 13F -7,080 shares

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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.

  3. period ended2025-12-31
    13F 7,080 shares
    Change vs previous 13F +2,192 shares

    0.04% of the 13F portfolio, value $393,528.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 4,888 shares
    Change vs previous 13F -179 shares

    0.06% of the 13F portfolio, value $267,679.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 5,067 shares
    Change vs previous 13F -769 shares

    0.06% of the 13F portfolio, value $257,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 5,836 shares
    Change vs previous 13F +672 shares

    0.08% of the 13F portfolio, value $300,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 5,164 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $276,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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