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Disclosery

ODonnell Financial Services, LLC: PTBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ODonnell Financial Services, LLC on PTBD, newest first. How the timeline and the estimate are built.

ODonnell Financial Services, LLC held 0 PTBD shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -347,665 shares

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 347,665 shares
    Change vs previous 13F +12,087 shares

    2.45% of the 13F portfolio, value $6,894,197.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 335,578 shares
    Change vs previous 13F +7,995 shares

    2.54% of the 13F portfolio, value $6,627,666.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 327,583 shares
    Change vs previous 13F +120,326 shares

    2.71% of the 13F portfolio, value $6,571,315.

    13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 207,257 shares
    Change vs previous 13F -23,783 shares

    1.75% of the 13F portfolio, value $4,172,083.

    13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 231,040 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $4,766,355.

    13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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