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Disclosery

Miller Financial Services LLC: PTLO position timeline

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

Miller Financial Services LLC held 10,425 PTLO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,425 shares
    Change vs previous 13F -17,350 shares

    0.04% of the 13F portfolio, value $49,415.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 27,775 shares
    Change vs previous 13F -7,000 shares

    0.16% of the 13F portfolio, value $146,930.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 34,775 shares
    Change vs previous 13F -18,600 shares

    0.19% of the 13F portfolio, value $157,879.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 53,375 shares
    Change vs previous 13F -10,616 shares

    0.4% of the 13F portfolio, value $344,269.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 63,991 shares
    Change vs previous 13F +2,725 shares

    0.95% of the 13F portfolio, value $746,775.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 61,266 shares
    Change vs previous 13F +2,140 shares

    1.05% of the 13F portfolio, value $728,453.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services 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 59,126 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $555,784.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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