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Disclosery

Private Wealth Asset Management, LLC: PLTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on PLTY, newest first. How the timeline and the estimate are built.

Private Wealth Asset Management, LLC held 0 PLTY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -5,875 shares

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,875 shares
    Change vs previous 13F +793 shares

    0.02% of the 13F portfolio, value $226,762.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, 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 5,082 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $261,959.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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