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PTM WEALTH MANAGEMENT, LLC: ULST position timeline

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

PTM WEALTH MANAGEMENT, LLC held 515,263 ULST 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 515,263 shares
    Change vs previous 13F +43,742 shares

    9.37% of the 13F portfolio, value $20,796,004.

    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 471,521 shares
    Change vs previous 13F -230,949 shares

    10.09% of the 13F portfolio, value $19,044,752.

    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 702,470 shares
    Change vs previous 13F +42,606 shares

    16.06% of the 13F portfolio, value $28,467,594.

    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 659,864 shares
    Change vs previous 13F +50,093 shares

    15.99% of the 13F portfolio, value $26,789,174.

    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 609,771 shares
    Change vs previous 13F +434,896 shares

    16.34% of the 13F portfolio, value $24,695,719.

    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 174,875 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $7,091,179.

    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).