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J.W. COLE ADVISORS, INC.: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on PTLC, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 176,784 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,784 shares
    Change vs previous 13F -11,219 shares

    0.18% of the 13F portfolio, value $10,299,446.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 188,003 shares
    Change vs previous 13F -3,842 shares

    0.33% of the 13F portfolio, value $9,862,641.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 191,845 shares
    Change vs previous 13F -13,849 shares

    0.26% of the 13F portfolio, value $10,662,764.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 205,694 shares
    Change vs previous 13F +8,373 shares

    0.22% of the 13F portfolio, value $11,263,814.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 197,321 shares
    Change vs previous 13F +23,384 shares

    0.21% of the 13F portfolio, value $10,016,000.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 173,937 shares
    Change vs previous 13F +66,042 shares

    0.28% of the 13F portfolio, value $8,949,082.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 107,895 shares
    Change vs previous 13F +22,951 shares

    0.23% of the 13F portfolio, value $5,765,904.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 84,944 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,463,788.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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