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&PARTNERS: PTLC position timeline

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

&PARTNERS held 26,609 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,609 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $1,550,242.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 26,365 shares
    Change vs previous 13F +136 shares

    0.01% of the 13F portfolio, value $1,383,097.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 26,229 shares
    Change vs previous 13F -11,971 shares

    0.01% of the 13F portfolio, value $1,457,835.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 38,200 shares
    Change vs previous 13F +13,962 shares

    0.01% of the 13F portfolio, value $2,091,853.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 24,238 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $1,230,340.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 23,714 shares
    Change vs previous 13F -5,508 shares

    0.01% of the 13F portfolio, value $1,215,836.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 29,222 shares
    Change vs previous 13F +19,378 shares

    0.02% of the 13F portfolio, value $1,577,716.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 9,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $517,302.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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