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INVENIO WEALTH PARTNERS LLC: PTLC position timeline

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

INVENIO WEALTH PARTNERS LLC held 16,509 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,509 shares
    Change vs previous 13F -22 shares

    0.34% of the 13F portfolio, value $961,814.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH 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 16,531 shares
    Change vs previous 13F -101,413 shares

    0.34% of the 13F portfolio, value $867,216.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH 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 ended2025-12-31
    13F 117,944 shares
    Change vs previous 13F -12,927 shares

    2.44% of the 13F portfolio, value $6,555,328.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 130,871 shares
    Change vs previous 13F -98,196 shares

    2.61% of the 13F portfolio, value $7,166,496.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 229,067 shares
    Change vs previous 13F +139,900 shares

    4.62% of the 13F portfolio, value $11,627,441.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 89,167 shares
    Change vs previous 13F +36,755 shares

    1.93% of the 13F portfolio, value $4,587,642.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 52,412 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,800,897.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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