Skip to content
Disclosery

Investment Research Partners LLC: PTL position timeline

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

Investment Research Partners LLC held 30,037 PTL 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 30,037 shares
    Change vs previous 13F +88 shares

    2.91% of the 13F portfolio, value $8,593,412.

    13F-HR 0002069274-26-000003 filed by Investment Research 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 29,949 shares
    Change vs previous 13F +1,640 shares

    3.05% of the 13F portfolio, value $7,503,748.

    13F-HR 0002069274-26-000002 filed by Investment Research 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 28,309 shares
    Change vs previous 13F -433 shares

    3.02% of the 13F portfolio, value $7,025,886.

    13F-HR 0002069274-26-000001 filed by Investment Research 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 28,742 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $7,291,041.

    13F-HR 0002069274-25-000002 filed by Investment Research Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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