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Disclosery

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

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

D.A. DAVIDSON & CO. held 18,252 PTLC 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 18,252 shares
    Change vs previous 13F -2,720 shares

    0.01% of the 13F portfolio, value $1,063,362.

    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 20,972 shares
    Change vs previous 13F -15,408 shares

    0.01% of the 13F portfolio, value $1,100,191.

    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 36,380 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $2,022,000.

    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 35,328 shares
    Change vs previous 13F -9,950 shares

    0.01% of the 13F portfolio, value $1,934,561.

    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 45,278 shares
    Change vs previous 13F -106,539 shares

    0.02% of the 13F portfolio, value $2,298,311.

    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 151,817 shares
    Change vs previous 13F +33,856 shares

    0.06% of the 13F portfolio, value $7,810,985.

    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 117,961 shares
    Change vs previous 13F +95,410 shares

    0.05% of the 13F portfolio, value $6,303,836.

    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 22,551 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,185,055.

    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).