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Disclosery

Consolidated Portfolio Review Corp: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Consolidated Portfolio Review Corp on PTY, newest first. How the timeline and the estimate are built.

Consolidated Portfolio Review Corp held 0 PTY shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -131,458 shares

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 131,458 shares
    Change vs previous 13F +2,621 shares

    0.24% of the 13F portfolio, value $1,898,253.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 128,837 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,792,123.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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