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ODonnell Financial Services, LLC: PTMC position timeline

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

ODonnell Financial Services, LLC held 78,766 PTMC 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 78,766 shares
    Change vs previous 13F -6,124 shares

    0.97% of the 13F portfolio, value $3,294,782.

    13F-HR 0001730962-26-000004 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).

  2. period ended2026-03-31
    13F 84,890 shares
    Change vs previous 13F -2,679 shares

    1.07% of the 13F portfolio, value $3,104,427.

    13F-HR 0001730962-26-000002 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 ended2025-12-31
    13F 87,569 shares
    Change vs previous 13F -10,377 shares

    1.07% of the 13F portfolio, value $3,123,586.

    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).

  4. period ended2025-09-30
    13F 97,946 shares
    Change vs previous 13F -182,727 shares

    1.25% of the 13F portfolio, value $3,507,446.

    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).

  5. period ended2025-06-30
    13F 280,673 shares
    Change vs previous 13F -151,573 shares

    3.76% of the 13F portfolio, value $9,789,874.

    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).

  6. period ended2025-03-31
    13F 432,246 shares
    Change vs previous 13F -81,912 shares

    6.17% of the 13F portfolio, value $14,955,712.

    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).

  7. period ended2024-12-31
    13F 514,158 shares
    Change vs previous 13F -1,321 shares

    7.93% of the 13F portfolio, value $18,951,864.

    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).

  8. period ended2024-09-30
    13F 515,479 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $19,134,580.

    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).