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Disclosery

Maridea Wealth Management LLC: PTMC position timeline

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

Maridea Wealth Management LLC held 31,902 PTMC 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 31,902 shares
    Change vs previous 13F -141 shares

    0.15% of the 13F portfolio, value $1,334,461.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth 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 32,043 shares
    Change vs previous 13F -14,863 shares

    0.17% of the 13F portfolio, value $1,171,813.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth 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 46,906 shares
    Change vs previous 13F -162 shares

    0.25% of the 13F portfolio, value $1,673,137.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth 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 47,068 shares
    Change vs previous 13F -395 shares

    0.26% of the 13F portfolio, value $1,682,210.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth 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 47,463 shares
    Change vs previous 13F -8,889 shares

    0.43% of the 13F portfolio, value $1,655,509.

    13F-HR 0001951757-25-000866 filed by Maridea Wealth 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 56,352 shares
    Change vs previous 13F -10,664 shares

    0.64% of the 13F portfolio, value $1,949,779.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth 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 67,016 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,472,220.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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