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Disclosery

Proficio Capital Partners LLC: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proficio Capital Partners LLC on CTA, newest first. How the timeline and the estimate are built.

Proficio Capital Partners LLC held 68,581 CTA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,581 shares
    Change vs previous 13F +5,280 shares

    0.06% of the 13F portfolio, value $1,778,991.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 63,301 shares
    Change vs previous 13F +985 shares

    0.1% of the 13F portfolio, value $1,917,943.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 62,316 shares
    Change vs previous 13F +7,596 shares

    0.12% of the 13F portfolio, value $1,698,734.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 54,720 shares
    Change vs previous 13F +10,755 shares

    0.11% of the 13F portfolio, value $1,530,518.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 43,965 shares
    Change vs previous 13F +35,000 shares

    0.07% of the 13F portfolio, value $1,175,624.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 8,965 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $265,364.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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