Flatrock Wealth Partners LLC: PL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flatrock Wealth Partners LLC on PL, newest first. How the timeline and the estimate are built.

Flatrock Wealth Partners LLC held 11,135 PL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 11,135 shares
Change vs previous 13F -28 shares
0.14% of the 13F portfolio, value $368,903.
13F-HR 0001951757-26-001263 filed by Flatrock Wealth Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,163 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $312,006.
13F-HR 0001951757-26-000752 filed by Flatrock Wealth Partners LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).