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Disclosery

CRUX WEALTH ADVISORS: PTLC position timeline

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

CRUX WEALTH ADVISORS held 41,175 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,175 shares
    Change vs previous 13F +361 shares

    0.83% of the 13F portfolio, value $2,398,857.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 40,814 shares
    Change vs previous 13F +2,259 shares

    0.82% of the 13F portfolio, value $2,141,081.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 38,555 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,142,905.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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