Paul R. Ried Financial Group, LLC: PPLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paul R. Ried Financial Group, LLC on PPLT, newest first. How the timeline and the estimate are built.
Paul R. Ried Financial Group, LLC held 10,170 PPLT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 10,170 sharesChange vs previous 13F +10,170 shares
0.06% of the 13F portfolio, value $143,702.
13F-HR 0002033053-26-000007 filed by Paul R. Ried Financial Group, 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 0 sharesChange vs previous 13F -1,147 shares
13F-HR 0002033053-26-000005 filed by Paul R. Ried Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,147 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $213,835.
13F-HR 0002033053-26-000003 filed by Paul R. Ried Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).