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Disclosery

MBL Wealth, LLC: PTLC position timeline

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

MBL Wealth, LLC held 299,162 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,162 shares
    Change vs previous 13F -8,333 shares

    1.19% of the 13F portfolio, value $17,429,175.

    13F-HR 0001437749-26-023609 filed by MBL Wealth, 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 307,495 shares
    Change vs previous 13F +1,555 shares

    1.22% of the 13F portfolio, value $16,131,185.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, 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 305,940 shares
    Change vs previous 13F +1,309 shares

    1.36% of the 13F portfolio, value $17,004,142.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 304,631 shares
    Change vs previous 13F -946 shares

    1.46% of the 13F portfolio, value $16,681,590.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 305,577 shares
    Change vs previous 13F -48,680 shares

    1.48% of the 13F portfolio, value $15,511,086.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 354,257 shares
    Change vs previous 13F +4,536 shares

    1.85% of the 13F portfolio, value $18,226,520.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 349,721 shares
    Change vs previous 13F +10,113 shares

    1.88% of the 13F portfolio, value $18,689,087.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 339,608 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $17,846,397.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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