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CAHILL FINANCIAL ADVISORS INC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHILL FINANCIAL ADVISORS INC on PTY, newest first. How the timeline and the estimate are built.

CAHILL FINANCIAL ADVISORS INC held 0 PTY shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -36,162 shares

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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.

  2. period ended2025-12-31
    13F 36,162 shares
    Change vs previous 13F -16,977 shares

    0.05% of the 13F portfolio, value $466,488.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 53,139 shares
    Change vs previous 13F -6,601 shares

    0.09% of the 13F portfolio, value $767,332.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 59,740 shares
    Change vs previous 13F -20,282 shares

    0.1% of the 13F portfolio, value $830,980.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 80,022 shares
    Change vs previous 13F -43 shares

    0.16% of the 13F portfolio, value $1,157,112.

    13F-HR 0001600327-25-000005 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 80,065 shares
    Change vs previous 13F -7,399 shares

    0.16% of the 13F portfolio, value $1,150,539.

    13F-HR 0001600327-25-000003 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 87,464 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,258,612.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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