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Disclosery

Strategic Equity Management: PTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Equity Management on PTL, newest first. How the timeline and the estimate are built.

Strategic Equity Management held 80,533 PTL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,533 shares
    Change vs previous 13F +29,659 shares

    7.74% of the 13F portfolio, value $23,039,759.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 50,874 shares
    Change vs previous 13F -12,204 shares

    4.79% of the 13F portfolio, value $12,746,689.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 63,078 shares
    Change vs previous 13F +8,512 shares

    5.31% of the 13F portfolio, value $15,655,324.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 54,566 shares
    Change vs previous 13F -1,773 shares

    5.04% of the 13F portfolio, value $13,600,596.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 56,339 shares
    Change vs previous 13F -32,408 shares

    4.75% of the 13F portfolio, value $12,918,580.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 88,747 shares
    Change vs previous 13F -8,357 shares

    7.67% of the 13F portfolio, value $18,237,791.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 97,104 shares
    Change vs previous 13F +14,171 shares

    8.73% of the 13F portfolio, value $20,711,947.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 82,933 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $17,707,997.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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