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PFG Advisors: PTLC position timeline

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

PFG Advisors held 142,257 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,257 shares
    Change vs previous 13F +10,757 shares

    0.42% of the 13F portfolio, value $8,287,876.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 131,500 shares
    Change vs previous 13F +20,152 shares

    0.34% of the 13F portfolio, value $6,898,484.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 111,348 shares
    Change vs previous 13F +99 shares

    0.3% of the 13F portfolio, value $6,188,738.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 111,249 shares
    Change vs previous 13F +47,099 shares

    0.25% of the 13F portfolio, value $6,092,011.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 64,150 shares
    Change vs previous 13F -160,583 shares

    0.15% of the 13F portfolio, value $3,256,250.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 224,733 shares
    Change vs previous 13F +17,666 shares

    0.65% of the 13F portfolio, value $11,562,498.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 207,067 shares
    Change vs previous 13F +5,822 shares

    0.68% of the 13F portfolio, value $11,065,662.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 201,245 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,575,421.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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