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CFS Investment Advisory Services, LLC: PTLC position timeline

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

CFS Investment Advisory Services, LLC held 2,031,377 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,031,377 shares
    Change vs previous 13F -3,166 shares

    7.88% of the 13F portfolio, value $118,104,259.

    13F-HR 0001845688-26-000003 filed by CFS 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 2,034,543 shares
    Change vs previous 13F -34,888 shares

    7.75% of the 13F portfolio, value $112,489,882.

    13F-HR 0001845688-26-000002 filed by CFS 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 2,069,431 shares
    Change vs previous 13F -2,213 shares

    8.4% of the 13F portfolio, value $115,018,975.

    13F-HR 0001845688-26-000001 filed by CFS 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 2,071,644 shares
    Change vs previous 13F +27,592 shares

    8.56% of the 13F portfolio, value $115,286,989.

    13F-HR 0001845688-25-000006 filed by CFS 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 2,044,052 shares
    Change vs previous 13F +50,937 shares

    8.49% of the 13F portfolio, value $103,756,000.

    13F-HR 0001845688-25-000004 filed by CFS 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 1,993,115 shares
    Change vs previous 13F +9,809 shares

    9.12% of the 13F portfolio, value $102,546,000.

    13F-HR 0001845688-25-000003 filed by CFS 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).

  7. period ended2024-12-31
    13F 1,983,306 shares
    Change vs previous 13F +26,386 shares

    9.5% of the 13F portfolio, value $105,988,000.

    13F-HR 0001845688-25-000001 filed by CFS 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).

  8. period ended2024-09-30
    13F 1,956,920 shares
    Change vs previous 13F not available

    8.64% of the 13F portfolio, value $102,836,000.

    13F-HR 0001845688-24-000005 filed by CFS 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).