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IFP Advisors, Inc: PTLC position timeline

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

IFP Advisors, Inc held 31,336 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,336 shares
    Change vs previous 13F +1,546 shares

    0.03% of the 13F portfolio, value $1,825,635.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 29,790 shares
    Change vs previous 13F +753 shares

    0.03% of the 13F portfolio, value $1,562,783.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 29,037 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $1,613,876.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 28,988 shares
    Change vs previous 13F +1,184 shares

    0.04% of the 13F portfolio, value $1,587,383.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,804 shares
    Change vs previous 13F +22,254 shares

    0.04% of the 13F portfolio, value $1,411,330.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,550 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $285,549.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,214 shares
    Change vs previous 13F +620 shares

    0.01% of the 13F portfolio, value $171,756.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,314.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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