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Disclosery

FAMILY WEALTH PARTNERS, LLC: PTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAMILY WEALTH PARTNERS, LLC on PTL, newest first. How the timeline and the estimate are built.

FAMILY WEALTH PARTNERS, LLC held 24,931 PTL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,931 shares
    Change vs previous 13F +2,643 shares

    2.19% of the 13F portfolio, value $7,132,575.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 22,288 shares
    Change vs previous 13F +8,080 shares

    1.91% of the 13F portfolio, value $5,584,371.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 14,208 shares
    Change vs previous 13F +7,818 shares

    1.27% of the 13F portfolio, value $3,526,284.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 6,390 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,592,714.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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