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C2C Wealth Management, LLC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on PTY, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 108,385 PTY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,385 shares
    Change vs previous 13F -600 shares

    1.02% of the 13F portfolio, value $1,303,872.

    13F-HR 0001951757-26-000940 filed by C2C Wealth Management, 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 108,985 shares
    Change vs previous 13F +14,285 shares

    1.11% of the 13F portfolio, value $1,314,359.

    13F-HR 0001951757-26-000648 filed by C2C Wealth Management, 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 94,700 shares
    Change vs previous 13F +7,100 shares

    1.03% of the 13F portfolio, value $1,221,630.

    13F-HR 0001951757-26-000263 filed by C2C Wealth Management, LLC
    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 87,600 shares
    Change vs previous 13F +5,500 shares

    1.09% of the 13F portfolio, value $1,264,944.

    13F-HR 0001951757-25-001377 filed by C2C Wealth Management, LLC
    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 82,100 shares
    Change vs previous 13F +9,900 shares

    1.03% of the 13F portfolio, value $1,142,011.

    13F-HR 0001951757-25-000879 filed by C2C Wealth Management, LLC
    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 72,200 shares
    Change vs previous 13F +2,100 shares

    0.98% of the 13F portfolio, value $1,044,012.

    13F-HR 0001951757-25-000424 filed by C2C Wealth Management, LLC
    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 70,100 shares
    Change vs previous 13F +1,000 shares

    0.93% of the 13F portfolio, value $1,007,337.

    13F-HR 0001951757-25-000243 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,100 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,004,023.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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