Skip to content
Disclosery

PTM WEALTH MANAGEMENT, LLC: VO position timeline

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

PTM WEALTH MANAGEMENT, LLC held 4,495 VO 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 4,495 shares
    Change vs previous 13F +3,375 shares

    0.16% of the 13F portfolio, value $362,043.

    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 1,120 shares
    Change vs previous 13F -215 shares

    0.17% of the 13F portfolio, value $326,472.

    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 1,335 shares
    Change vs previous 13F +221 shares

    0.22% of the 13F portfolio, value $395,341.

    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 1,114 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $329,166.

    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 1,112 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $315,343.

    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).