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Disclosery

Curtis Advisory Group, LLC: PTLC position timeline

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

Curtis Advisory Group, LLC held 82,068 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,068 shares
    Change vs previous 13F +1,304 shares

    0.93% of the 13F portfolio, value $4,781,282.

    13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, 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 80,764 shares
    Change vs previous 13F +613 shares

    0.91% of the 13F portfolio, value $4,236,879.

    13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, 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 80,151 shares
    Change vs previous 13F +3 shares

    0.93% of the 13F portfolio, value $4,454,793.

    13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, 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 80,148 shares
    Change vs previous 13F -107 shares

    0.99% of the 13F portfolio, value $4,388,904.

    13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, 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 80,255 shares
    Change vs previous 13F +4,510 shares

    1.02% of the 13F portfolio, value $4,073,744.

    13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, 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 75,745 shares
    Change vs previous 13F +22,609 shares

    1.14% of the 13F portfolio, value $3,897,080.

    13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, 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 53,136 shares
    Change vs previous 13F +7,390 shares

    0.75% of the 13F portfolio, value $2,839,588.

    13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, 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 45,746 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,403,952.

    13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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