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NAPA WEALTH MANAGEMENT: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPA WEALTH MANAGEMENT on PTLC, newest first. How the timeline and the estimate are built.

NAPA WEALTH MANAGEMENT held 33,642 PTLC shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 33,642 shares
    Change vs previous 13F -12,038 shares

    0.86% of the 13F portfolio, value $1,842,236.

    13F-HR 0001172661-25-004716 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 45,680 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,318,717.

    13F-HR 0001172661-25-003431 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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