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Disclosery

LifeGuide Financial Advisors, LLC: PTL position timeline

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

LifeGuide Financial Advisors, LLC held 10,532 PTL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,532 shares
    Change vs previous 13F -15 shares

    0.86% of the 13F portfolio, value $3,013,219.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, 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 10,547 shares
    Change vs previous 13F +845 shares

    0.84% of the 13F portfolio, value $2,642,538.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, 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 9,702 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,420,190.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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