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Disclosery

Drake & Associates, LLC: PTC position timeline

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

Drake & Associates, LLC held 3,780 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,780 shares
    Change vs previous 13F -1,901 shares

    0.07% of the 13F portfolio, value $429,446.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 5,681 shares
    Change vs previous 13F -1,215 shares

    0.15% of the 13F portfolio, value $809,486.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 6,896 shares
    Change vs previous 13F -2,751 shares

    0.24% of the 13F portfolio, value $1,201,352.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 9,647 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,832,641.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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