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OFC FINANCIAL PLANNING, LLC: PTLC position timeline

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

OFC FINANCIAL PLANNING, LLC held 72,368 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,368 shares
    Change vs previous 13F -3,939 shares

    3.75% of the 13F portfolio, value $4,216,160.

    13F-HR 0002052590-26-000004 filed by OFC FINANCIAL PLANNING, 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 76,307 shares
    Change vs previous 13F -1,749 shares

    3.93% of the 13F portfolio, value $4,003,065.

    13F-HR 0002052590-26-000002 filed by OFC FINANCIAL PLANNING, 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 78,056 shares
    Change vs previous 13F +778 shares

    4.12% of the 13F portfolio, value $4,338,352.

    13F-HR 0002052590-26-000001 filed by OFC FINANCIAL PLANNING, 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 77,278 shares
    Change vs previous 13F -733 shares

    4.19% of the 13F portfolio, value $4,231,743.

    13F-HR 0002052590-25-000005 filed by OFC FINANCIAL PLANNING, 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 78,011 shares
    Change vs previous 13F +1,448 shares

    4.2% of the 13F portfolio, value $3,959,838.

    13F-HR 0002052590-25-000003 filed by OFC FINANCIAL PLANNING, 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 76,563 shares
    Change vs previous 13F -952 shares

    4.46% of the 13F portfolio, value $3,939,166.

    13F-HR 0002052590-25-000002 filed by OFC FINANCIAL PLANNING, 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 77,515 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $4,142,402.

    13F-HR 0002052590-25-000001 filed by OFC FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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