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PTM WEALTH MANAGEMENT, LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PTM WEALTH MANAGEMENT, LLC on FVD, newest first. How the timeline and the estimate are built.

PTM WEALTH MANAGEMENT, LLC held 15,015 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,015 shares
    Change vs previous 13F -483 shares

    0.34% of the 13F portfolio, value $749,419.

    13F-HR 0001951757-26-001122 filed by PTM WEALTH MANAGEMENT, 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 15,498 shares
    Change vs previous 13F -859 shares

    0.39% of the 13F portfolio, value $735,087.

    13F-HR 0001951757-26-000547 filed by PTM WEALTH 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 16,357 shares
    Change vs previous 13F -891 shares

    0.43% of the 13F portfolio, value $757,665.

    13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, 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 17,248 shares
    Change vs previous 13F -227 shares

    0.48% of the 13F portfolio, value $797,008.

    13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, 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 17,475 shares
    Change vs previous 13F +799 shares

    0.53% of the 13F portfolio, value $794,767.

    13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, 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 16,676 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $677,375.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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