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Disclosery

Realta Investment Advisors: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Realta Investment Advisors on PTLC, newest first. How the timeline and the estimate are built.

Realta Investment Advisors held 508 PTLC shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 508 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,210.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 508 shares
    Change vs previous 13F -1,020 shares

    0.01% of the 13F portfolio, value $29,575.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,528 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $80,140.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 546 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $30,342.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 722 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $39,532.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 879 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $44,614.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 963 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $49,542.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,892.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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