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Disclosery

Lakewood Asset Management LLC: PTLO position timeline

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

Lakewood Asset Management LLC held 108,271 PTLO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,271 shares
    Change vs previous 13F +3,613 shares

    0.28% of the 13F portfolio, value $513,205.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset 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 104,658 shares
    Change vs previous 13F -30,839 shares

    0.35% of the 13F portfolio, value $553,641.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset 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 135,497 shares
    Change vs previous 13F -1,568 shares

    0.36% of the 13F portfolio, value $615,156.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset 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 137,065 shares
    Change vs previous 13F +2,016 shares

    0.53% of the 13F portfolio, value $884,069.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset 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 135,049 shares
    Change vs previous 13F -334 shares

    1.05% of the 13F portfolio, value $1,576,022.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset 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 135,383 shares
    Change vs previous 13F +30,745 shares

    1.09% of the 13F portfolio, value $1,609,704.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset 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 104,638 shares
    Change vs previous 13F +2,251 shares

    0.68% of the 13F portfolio, value $983,597.

    13F-HR 0001754960-25-000025 filed by Lakewood Asset 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 102,387 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,379,153.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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