ODonnell Financial Services, LLC: PTNQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ODonnell Financial Services, LLC on PTNQ, newest first. How the timeline and the estimate are built.
ODonnell Financial Services, LLC held 45,505 PTNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 45,505 sharesChange vs previous 13F -2,524 shares
1.19% of the 13F portfolio, value $4,034,018.
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 48,029 sharesChange vs previous 13F -766 shares
1.21% of the 13F portfolio, value $3,504,196.
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 48,795 sharesChange vs previous 13F -1,987 shares
1.31% of the 13F portfolio, value $3,837,727.
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 50,782 sharesChange vs previous 13F -168,871 shares
1.4% of the 13F portfolio, value $3,937,128.
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 219,653 sharesChange vs previous 13F +4,868 shares
6.02% of the 13F portfolio, value $15,676,635.
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 214,785 sharesChange vs previous 13F +2,607 shares
6.29% of the 13F portfolio, value $15,251,883.
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 212,178 sharesChange vs previous 13F -617 shares
6.49% of the 13F portfolio, value $15,505,968.
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 212,795 sharesChange vs previous 13F not available
6.34% of the 13F portfolio, value $15,604,257.
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).