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Disclosery

Independent Family Office, LLC: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Family Office, LLC on PTC, newest first. How the timeline and the estimate are built.

Independent Family Office, LLC held 111,808 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,808 shares
    Change vs previous 13F -1,742 shares

    5.1% of the 13F portfolio, value $12,702,507.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 113,550 shares
    Change vs previous 13F -5,450 shares

    6.66% of the 13F portfolio, value $16,179,740.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 119,000 shares
    Change vs previous 13F -2,934 shares

    8.66% of the 13F portfolio, value $20,730,990.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, LLC
    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 121,934 shares
    Change vs previous 13F -3,540 shares

    10.47% of the 13F portfolio, value $24,755,041.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, LLC
    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 125,474 shares
    Change vs previous 13F -640 shares

    9.84% of the 13F portfolio, value $21,220,914.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, LLC
    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 126,114 shares
    Change vs previous 13F -5,095 shares

    10.28% of the 13F portfolio, value $19,541,364.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, LLC
    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 131,209 shares
    Change vs previous 13F -8,091 shares

    12.53% of the 13F portfolio, value $24,125,399.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, LLC
    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 139,300 shares
    Change vs previous 13F not available

    12.63% of the 13F portfolio, value $25,165,938.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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