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Disclosery

MONEYWISE, INC.: PTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on PTL, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 44,863 PTL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,863 shares
    Change vs previous 13F +14,113 shares

    4.79% of the 13F portfolio, value $12,834,928.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 30,750 shares
    Change vs previous 13F -4,542 shares

    3.36% of the 13F portfolio, value $7,704,480.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 35,292 shares
    Change vs previous 13F +3,219 shares

    3.64% of the 13F portfolio, value $8,759,203.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 32,073 shares
    Change vs previous 13F +189 shares

    3.62% of the 13F portfolio, value $7,994,164.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 31,884 shares
    Change vs previous 13F -12,751 shares

    3.43% of the 13F portfolio, value $7,310,998.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 44,635 shares
    Change vs previous 13F -9,378 shares

    4.86% of the 13F portfolio, value $9,172,697.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 54,013 shares
    Change vs previous 13F +10,812 shares

    5.78% of the 13F portfolio, value $11,520,844.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 43,201 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $9,224,438.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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