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McAlister, Sweet & Associates, Inc.: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlister, Sweet & Associates, Inc. on PTY, newest first. How the timeline and the estimate are built.

McAlister, Sweet & Associates, Inc. held 11,835 PTY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,835 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $130,304.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,812 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $142,099.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).