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Henderson Brothers Financial Partners, LLC: PTLC position timeline

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

Henderson Brothers Financial Partners, LLC held 71,352 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,352 shares
    Change vs previous 13F -62,895 shares

    1.97% of the 13F portfolio, value $4,156,981.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 134,247 shares
    Change vs previous 13F +73,169 shares

    1.78% of the 13F portfolio, value $7,042,572.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial Partners, LLC
    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 61,078 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,394,729.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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