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Disclosery

Kathmere Capital Management, LLC: PTLC position timeline

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

Kathmere Capital Management, LLC held 34,919 PTLC 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 34,919 shares
    Change vs previous 13F -941 shares

    0.11% of the 13F portfolio, value $2,034,381.

    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 35,860 shares
    Change vs previous 13F -85 shares

    0.12% of the 13F portfolio, value $1,881,216.

    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 35,945 shares
    Change vs previous 13F -1,779 shares

    0.13% of the 13F portfolio, value $1,997,823.

    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 37,724 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $2,065,766.

    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 37,720 shares
    Change vs previous 13F -333 shares

    0.15% of the 13F portfolio, value $1,914,667.

    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 38,053 shares
    Change vs previous 13F +180 shares

    0.17% of the 13F portfolio, value $1,957,827.

    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 37,873 shares
    Change vs previous 13F -97 shares

    0.18% of the 13F portfolio, value $2,023,933.

    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 37,970 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,995,324.

    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).