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MONEY CONCEPTS CAPITAL CORP: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEY CONCEPTS CAPITAL CORP on PTLC, newest first. How the timeline and the estimate are built.

MONEY CONCEPTS CAPITAL CORP held 11,885 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,885 shares
    Change vs previous 13F -32,961 shares

    0.03% of the 13F portfolio, value $692,420.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
    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 44,846 shares
    Change vs previous 13F +728 shares

    0.13% of the 13F portfolio, value $2,352,621.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
    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 44,118 shares
    Change vs previous 13F +964 shares

    0.14% of the 13F portfolio, value $2,452,078.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
    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 43,154 shares
    Change vs previous 13F +35,220 shares

    0.15% of the 13F portfolio, value $2,363,113.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
    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 7,934 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $402,730.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
    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 7,934 shares
    Change vs previous 13F -18,185 shares

    0.03% of the 13F portfolio, value $408,204.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
    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 26,119 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,395,799.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
    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 26,119 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,372,553.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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