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Squar Milner Financial Services LLC: PTLC position timeline

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

Squar Milner Financial Services LLC held 25,000 PTLC shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 25,000 shares
    Change vs previous 13F +3,720 shares

    0.39% of the 13F portfolio, value $680,000.

    13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 21,280 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $574,000.

    13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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