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Farther Finance Advisors, LLC: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Farther Finance Advisors, LLC on PTLC, newest first. How the timeline and the estimate are built.

Farther Finance Advisors, LLC held 2,132 PTLC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,132 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $126,894.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,777 shares
    Change vs previous 13F -1,490 shares

    <0.01% of the 13F portfolio, value $161,807.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    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 4,267 shares
    Change vs previous 13F -1,149 shares

    <0.01% of the 13F portfolio, value $224,584.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,416 shares
    Change vs previous 13F +3,367 shares

    <0.01% of the 13F portfolio, value $301,036.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    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 2,049 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $112,218.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    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 2,222 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $112,803.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    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 2,222 shares
    Change vs previous 13F -590 shares

    <0.01% of the 13F portfolio, value $114,403.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    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 2,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $150,249.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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