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Disclosery

Gimbal Financial: PTLC position timeline

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

Gimbal Financial held 11,232 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,232 shares
    Change vs previous 13F -38,428 shares

    0.42% of the 13F portfolio, value $654,388.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 49,660 shares
    Change vs previous 13F -743 shares

    1.63% of the 13F portfolio, value $2,719,406.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 50,403 shares
    Change vs previous 13F -29,487 shares

    1.57% of the 13F portfolio, value $2,558,444.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 79,890 shares
    Change vs previous 13F +9,863 shares

    3.71% of the 13F portfolio, value $4,110,340.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 70,027 shares
    Change vs previous 13F +556 shares

    3.06% of the 13F portfolio, value $3,742,219.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 69,471 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,686,126.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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