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Cetera Investment Advisers: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on PTC, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 13,660 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,660 shares
    Change vs previous 13F +1,267 shares

    <0.01% of the 13F portfolio, value $1,551,913.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 12,393 shares
    Change vs previous 13F +2,156 shares

    <0.01% of the 13F portfolio, value $1,765,879.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 10,237 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $1,783,351.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 9,931 shares
    Change vs previous 13F +4,148 shares

    <0.01% of the 13F portfolio, value $2,016,192.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 5,783 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $996,642.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 5,530 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $856,874.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 5,794 shares
    Change vs previous 13F +358 shares

    <0.01% of the 13F portfolio, value $1,065,343.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 5,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $982,068.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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