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Disclosery

MY Wealth Management Inc.: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MY Wealth Management Inc. on PTLC, newest first. How the timeline and the estimate are built.

MY Wealth Management Inc. held 200,318 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,318 shares
    Change vs previous 13F +25,385 shares

    8.22% of the 13F portfolio, value $11,670,528.

    13F-HR 0001951757-26-001174 filed by MY Wealth Management 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 174,933 shares
    Change vs previous 13F -43,660 shares

    8.71% of the 13F portfolio, value $9,000,295.

    13F-HR 0001827845-26-000002 filed by MY Wealth Management 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 218,593 shares
    Change vs previous 13F -15,692 shares

    10.59% of the 13F portfolio, value $12,149,410.

    13F-HR 0001827845-26-000001 filed by MY Wealth Management 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 234,285 shares
    Change vs previous 13F +710 shares

    11.25% of the 13F portfolio, value $12,829,458.

    13F-HR 0001827845-25-000002 filed by MY Wealth Management 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 233,575 shares
    Change vs previous 13F +58,642 shares

    11.36% of the 13F portfolio, value $11,856,257.

    13F-HR 0001085146-25-003794 filed by MY Wealth Management 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 174,933 shares
    Change vs previous 13F +33,595 shares

    8.71% of the 13F portfolio, value $9,000,295.

    13F-HR 0001085146-25-002659 filed by MY Wealth Management 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 141,338 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $7,553,103.

    13F-HR 0001085146-25-000910 filed by MY Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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