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Disclosery

Financial Advocates Investment Management: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on PTLC, newest first. How the timeline and the estimate are built.

Financial Advocates Investment Management held 82,362 PTLC shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 82,362 shares
    Change vs previous 13F -25,182 shares

    2.54% of the 13F portfolio, value $4,510,139.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 107,544 shares
    Change vs previous 13F -6,980 shares

    0.45% of the 13F portfolio, value $5,458,932.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 114,524 shares
    Change vs previous 13F +13,167 shares

    0.41% of the 13F portfolio, value $5,892,264.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 101,357 shares
    Change vs previous 13F -7,359 shares

    0.31% of the 13F portfolio, value $5,416,550.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 108,716 shares
    Change vs previous 13F +4,436 shares

    0.32% of the 13F portfolio, value $5,618,104.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 104,280 shares
    Change vs previous 13F +558 shares

    0.32% of the 13F portfolio, value $5,188,978.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 103,722 shares
    Change vs previous 13F +1,418 shares

    0.29% of the 13F portfolio, value $4,977,445.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 102,304 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,451,788.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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