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Disclosery

Kathmere Capital Management, LLC: PTIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on PTIN, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 28,385 PTIN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,385 shares
    Change vs previous 13F -938 shares

    0.06% of the 13F portfolio, value $1,040,878.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 29,323 shares
    Change vs previous 13F +171 shares

    0.06% of the 13F portfolio, value $953,584.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 29,152 shares
    Change vs previous 13F -1,701 shares

    0.06% of the 13F portfolio, value $916,830.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 30,853 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $940,091.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 30,804 shares
    Change vs previous 13F +102 shares

    0.07% of the 13F portfolio, value $893,624.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 30,702 shares
    Change vs previous 13F +144 shares

    0.08% of the 13F portfolio, value $900,183.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 30,558 shares
    Change vs previous 13F +1,170 shares

    0.08% of the 13F portfolio, value $847,985.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 29,388 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $908,677.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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