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Disclosery

NewEdge Advisors, LLC: PTLC position timeline

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

NewEdge Advisors, LLC held 318,441 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,441 shares
    Change vs previous 13F -7,480 shares

    0.06% of the 13F portfolio, value $18,552,386.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 325,921 shares
    Change vs previous 13F -68,154 shares

    0.06% of the 13F portfolio, value $17,097,844.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 394,075 shares
    Change vs previous 13F +99,398 shares

    0.08% of the 13F portfolio, value $21,902,740.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 294,677 shares
    Change vs previous 13F +6,004 shares

    0.07% of the 13F portfolio, value $16,136,550.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 288,673 shares
    Change vs previous 13F +154,933 shares

    0.08% of the 13F portfolio, value $14,653,079.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 133,740 shares
    Change vs previous 13F +3,343 shares

    0.04% of the 13F portfolio, value $6,880,927.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 130,397 shares
    Change vs previous 13F +2,382 shares

    0.04% of the 13F portfolio, value $6,968,395.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 128,015 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,727,198.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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