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Disclosery

MBL Wealth, LLC: PTMC position timeline

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

MBL Wealth, LLC held 225,795 PTMC 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 225,795 shares
    Change vs previous 13F +860 shares

    0.65% of the 13F portfolio, value $9,445,018.

    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 224,935 shares
    Change vs previous 13F +9,093 shares

    0.62% of the 13F portfolio, value $8,225,884.

    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 215,842 shares
    Change vs previous 13F +3,178 shares

    0.62% of the 13F portfolio, value $7,699,095.

    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 212,664 shares
    Change vs previous 13F -19,394 shares

    0.67% of the 13F portfolio, value $7,615,509.

    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 232,058 shares
    Change vs previous 13F -7,012 shares

    0.77% of the 13F portfolio, value $8,094,194.

    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 239,070 shares
    Change vs previous 13F +7,308 shares

    0.84% of the 13F portfolio, value $8,271,833.

    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 231,762 shares
    Change vs previous 13F +30,236 shares

    0.86% of the 13F portfolio, value $8,549,712.

    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 201,526 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,480,657.

    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).