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Plotkin Financial Advisors, LLC: PTY position timeline

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

Plotkin Financial Advisors, LLC held 127,711 PTY 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 127,711 shares
    Change vs previous 13F -3,726 shares

    0.64% of the 13F portfolio, value $1,536,363.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, 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 131,437 shares
    Change vs previous 13F +4,335 shares

    0.8% of the 13F portfolio, value $1,585,130.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, 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 127,102 shares
    Change vs previous 13F +2,084 shares

    0.8% of the 13F portfolio, value $1,639,615.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, 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 125,018 shares
    Change vs previous 13F -1,667 shares

    0.89% of the 13F portfolio, value $1,805,259.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, 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 126,685 shares
    Change vs previous 13F +4,070 shares

    0.97% of the 13F portfolio, value $1,762,188.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, 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 122,615 shares
    Change vs previous 13F +3,424 shares

    1.09% of the 13F portfolio, value $1,773,012.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, 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 119,191 shares
    Change vs previous 13F +498 shares

    1.02% of the 13F portfolio, value $1,712,774.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, LLC
    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 118,693 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,707,992.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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