Skip to content
Disclosery

Soltis Investment Advisors LLC: PTLC position timeline

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

Soltis Investment Advisors LLC held 47,433 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,433 shares
    Change vs previous 13F -878 shares

    0.16% of the 13F portfolio, value $2,763,470.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 48,311 shares
    Change vs previous 13F -5,780 shares

    0.16% of the 13F portfolio, value $2,534,411.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 54,091 shares
    Change vs previous 13F -21,096 shares

    0.2% of the 13F portfolio, value $3,006,360.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 75,187 shares
    Change vs previous 13F -5,095 shares

    0.28% of the 13F portfolio, value $4,117,262.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 80,282 shares
    Change vs previous 13F +1,515 shares

    0.32% of the 13F portfolio, value $4,075,138.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 78,767 shares
    Change vs previous 13F +17,773 shares

    0.36% of the 13F portfolio, value $4,052,569.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 60,994 shares
    Change vs previous 13F +5,339 shares

    0.3% of the 13F portfolio, value $3,259,519.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 55,655 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,924,670.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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