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Deane Retirement Strategies, Inc.: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Deane Retirement Strategies, Inc. on PTLC, newest first. How the timeline and the estimate are built.

Deane Retirement Strategies, Inc. held 203,972 PTLC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 203,972 shares
    Change vs previous 13F -14,704 shares

    4.97% of the 13F portfolio, value $12,139,568.

    13F-HR 0001659346-26-000006 filed by Deane Retirement Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 218,676 shares
    Change vs previous 13F -3,657 shares

    5.39% of the 13F portfolio, value $12,736,556.

    13F-HR 0001659346-26-000004 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 222,333 shares
    Change vs previous 13F -867 shares

    4.69% of the 13F portfolio, value $11,657,991.

    13F-HR 0001659346-26-000003 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 223,200 shares
    Change vs previous 13F +396 shares

    5.13% of the 13F portfolio, value $12,405,456.

    13F-HR 0001659346-26-000002 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 222,804 shares
    Change vs previous 13F -2,445 shares

    5.25% of the 13F portfolio, value $12,198,921.

    13F-HR 0001659346-25-000007 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 225,249 shares
    Change vs previous 13F +225,020 shares

    5.12% of the 13F portfolio, value $11,430,525.

    13F-HR 0001659346-25-000005 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 229 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $11,782.

    13F-HR 0001659346-25-000003 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,802.

    13F-HR 0001659346-25-000002 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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