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
- period ended2026-06-3013F 78,766 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,890 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 87,569 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 97,946 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 280,673 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 432,246 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 514,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 515,479 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).