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Disclosery

Capital Investment Advisory Services, LLC: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisory Services, LLC on PTLC, newest first. How the timeline and the estimate are built.

Capital Investment Advisory Services, LLC held 46,444 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,444 shares
    Change vs previous 13F +548 shares

    0.17% of the 13F portfolio, value $2,705,827.

    13F-HR 0001398344-26-012544 filed by Capital Investment Advisory Services, 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 45,896 shares
    Change vs previous 13F -1,627 shares

    0.18% of the 13F portfolio, value $2,407,704.

    13F-HR 0001398344-26-008261 filed by Capital Investment Advisory Services, 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 47,523 shares
    Change vs previous 13F +1,162 shares

    0.19% of the 13F portfolio, value $2,641,328.

    13F-HR 0001398344-26-000986 filed by Capital Investment Advisory Services, 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 46,361 shares
    Change vs previous 13F -1,814 shares

    0.2% of the 13F portfolio, value $2,538,728.

    13F-HR 0001398344-25-020350 filed by Capital Investment Advisory Services, 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 48,175 shares
    Change vs previous 13F +3,843 shares

    0.2% of the 13F portfolio, value $2,445,363.

    13F-HR 0001398344-25-014775 filed by Capital Investment Advisory Services, 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 44,332 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,280,881.

    13F-HR 0001398344-25-007997 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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