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Cetera Investment Advisers: PTLC position timeline

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

Cetera Investment Advisers held 1,125,510 PTLC 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 1,125,510 shares
    Change vs previous 13F -327,076 shares

    0.06% of the 13F portfolio, value $65,572,218.

    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 1,452,586 shares
    Change vs previous 13F -483 shares

    0.08% of the 13F portfolio, value $76,202,683.

    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 1,453,069 shares
    Change vs previous 13F +20,899 shares

    0.09% of the 13F portfolio, value $80,761,564.

    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 1,432,170 shares
    Change vs previous 13F +287,585 shares

    0.09% of the 13F portfolio, value $78,425,639.

    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 1,144,585 shares
    Change vs previous 13F -130,247 shares

    0.1% of the 13F portfolio, value $58,099,127.

    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 1,274,832 shares
    Change vs previous 13F +38,064 shares

    0.13% of the 13F portfolio, value $65,590,101.

    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 1,236,768 shares
    Change vs previous 13F +50,845 shares

    0.14% of the 13F portfolio, value $66,092,892.

    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 1,185,923 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $62,320,270.

    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).