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Bullock Wealth Management Group: PTLC position timeline

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

Bullock Wealth Management Group held 537,970 PTLC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 537,970 shares
    Change vs previous 13F +22,898 shares

    13.31% of the 13F portfolio, value $32,073,774.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 515,072 shares
    Change vs previous 13F +16,783 shares

    13.01% of the 13F portfolio, value $29,959,157.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 498,289 shares
    Change vs previous 13F -24,704 shares

    13.17% of the 13F portfolio, value $26,224,944.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 522,993 shares
    Change vs previous 13F -18,952 shares

    14.22% of the 13F portfolio, value $29,067,960.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 541,945 shares
    Change vs previous 13F -22,520 shares

    14.83% of the 13F portfolio, value $29,806,983.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 564,465 shares
    Change vs previous 13F -3,147 shares

    15.17% of the 13F portfolio, value $28,618,383.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 567,612 shares
    Change vs previous 13F +46,412 shares

    16.34% of the 13F portfolio, value $29,220,640.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 521,200 shares
    Change vs previous 13F not available

    16.26% of the 13F portfolio, value $27,852,904.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested