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Disclosery

MONECO ADVISORS, LLC: PTMC position timeline

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

MONECO ADVISORS, LLC held 8,343 PTMC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,343 shares
    Change vs previous 13F -716 shares

    0.02% of the 13F portfolio, value $348,987.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, 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 9,059 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $331,291.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, 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 9,239 shares
    Change vs previous 13F -1,337 shares

    0.03% of the 13F portfolio, value $329,551.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, 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 10,576 shares
    Change vs previous 13F -1,911 shares

    0.03% of the 13F portfolio, value $378,738.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 12,487 shares
    Change vs previous 13F -2,451 shares

    0.04% of the 13F portfolio, value $435,548.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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/A 14,938 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $516,857.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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/A 14,798 shares
    Change vs previous 13F +460 shares

    0.06% of the 13F portfolio, value $545,888.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 14,338 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $532,231.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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