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Cambridge Investment Research Advisors, Inc.: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on PTLC, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 739,459 PTLC shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 739,459 shares
    Change vs previous 13F -19,529 shares

    0.1% of the 13F portfolio, value $43,081,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 758,988 shares
    Change vs previous 13F -59,391 shares

    0.1% of the 13F portfolio, value $39,817,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research 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 ended2025-12-31
    13F 818,379 shares
    Change vs previous 13F -16,109 shares

    0.12% of the 13F portfolio, value $45,485,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research 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 ended2025-09-30
    13F 834,488 shares
    Change vs previous 13F +80,369 shares

    0.13% of the 13F portfolio, value $45,697,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research 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 ended2025-06-30
    13F 754,119 shares
    Change vs previous 13F -172,526 shares

    0.12% of the 13F portfolio, value $38,279,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research 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 ended2025-03-31
    13F 926,645 shares
    Change vs previous 13F +20,287 shares

    0.16% of the 13F portfolio, value $47,676,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research 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 ended2024-12-31
    13F 906,358 shares
    Change vs previous 13F -28,069 shares

    0.16% of the 13F portfolio, value $48,436,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 934,427 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $49,104,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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