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Disclosery

Fiduciary Alliance LLC: PTL position timeline

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

Fiduciary Alliance LLC held 7,621 PTL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,621 shares
    Change vs previous 13F +309 shares

    0.16% of the 13F portfolio, value $2,073,986.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,312 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $2,091,968.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 7,261 shares
    Change vs previous 13F +2,746 shares

    0.12% of the 13F portfolio, value $1,948,562.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 4,515 shares
    Change vs previous 13F +3,091 shares

    0.07% of the 13F portfolio, value $1,120,678.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 1,424 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $354,933.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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