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Steward Partners Investment Advisory, LLC: PTLC position timeline

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

Steward Partners Investment Advisory, LLC held 163,085 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,085 shares
    Change vs previous 13F +693 shares

    0.05% of the 13F portfolio, value $9,501,359.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 162,392 shares
    Change vs previous 13F +1,344 shares

    0.04% of the 13F portfolio, value $8,519,109.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 161,048 shares
    Change vs previous 13F -1,135 shares

    0.05% of the 13F portfolio, value $8,951,030.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 162,183 shares
    Change vs previous 13F -569 shares

    0.05% of the 13F portfolio, value $8,881,123.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 162,752 shares
    Change vs previous 13F +12,757 shares

    0.06% of the 13F portfolio, value $8,261,275.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 149,995 shares
    Change vs previous 13F +2,443 shares

    0.07% of the 13F portfolio, value $7,717,226.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 147,552 shares
    Change vs previous 13F -4,142 shares

    0.07% of the 13F portfolio, value $7,885,189.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 151,694 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,971,530.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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