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Disclosery

D.A. DAVIDSON & CO.: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PTC, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 3,678 PTC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,678 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $417,858.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 3,783 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $539,040.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 3,682 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $641,441.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 3,679 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $746,911.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 3,679 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $634,039.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 3,755 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $581,837.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 3,685 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $677,561.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 3,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $685,063.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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