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Bullock Wealth Management Group: PTNQ position timeline

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

Bullock Wealth Management Group held 115,878 PTNQ 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 115,878 shares
    Change vs previous 13F +16,286 shares

    4.3% of the 13F portfolio, value $10,367,605.

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

  2. period ended2026-06-30
    13F 99,592 shares
    Change vs previous 13F +8,335 shares

    3.78% of the 13F portfolio, value $8,710,317.

    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 91,257 shares
    Change vs previous 13F -1,781 shares

    3.36% of the 13F portfolio, value $6,699,096.

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

  4. period ended2025-12-31
    13F 93,038 shares
    Change vs previous 13F +741 shares

    3.58% of the 13F portfolio, value $7,317,409.

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

  5. period ended2025-09-30
    13F 92,297 shares
    Change vs previous 13F -4,183 shares

    3.58% of the 13F portfolio, value $7,191,753.

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

  6. period ended2025-06-30
    13F 96,480 shares
    Change vs previous 13F +13,319 shares

    3.61% of the 13F portfolio, value $6,815,321.

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

  7. period ended2025-03-31
    13F 83,161 shares
    Change vs previous 13F +25,565 shares

    3.31% of the 13F portfolio, value $5,914,384.

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

  8. period ended2024-12-31
    13F 57,596 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,263,242.

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