PTM WEALTH MANAGEMENT, LLC: ZALT position timeline

PTM WEALTH MANAGEMENT, LLC held 0 ZALT shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -276,559 shares

   13F-HR 0001951757-26-000547 filed by PTM WEALTH MANAGEMENT, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 276,559 shares

   Change vs previous 13F +15,813 shares

   5.09% of the 13F portfolio, value $9,018,589.

   13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 260,746 shares

   Change vs previous 13F +11,990 shares

   4.98% of the 13F portfolio, value $8,337,354.

   13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 248,756 shares

   Change vs previous 13F -18,932 shares

   5.1% of the 13F portfolio, value $7,706,461.

   13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 267,688 shares

   Change vs previous 13F not available

   7.86% of the 13F portfolio, value $7,473,849.

   13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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