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Cetera Investment Advisers: PTL position timeline

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

Cetera Investment Advisers held 9,452 PTL 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 9,452 shares
    Change vs previous 13F +1,706 shares

    <0.01% of the 13F portfolio, value $2,704,048.

    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 7,746 shares
    Change vs previous 13F +1,128 shares

    <0.01% of the 13F portfolio, value $1,940,744.

    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 6,618 shares
    Change vs previous 13F +1,963 shares

    <0.01% of the 13F portfolio, value $1,642,467.

    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 4,655 shares
    Change vs previous 13F +627 shares

    <0.01% of the 13F portfolio, value $1,160,388.

    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 4,028 shares
    Change vs previous 13F +1,122 shares

    <0.01% of the 13F portfolio, value $923,506.

    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 2,906 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $597,191.

    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).