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Disclosery

Strategic Financial Partners, Ltd.: PTLC position timeline

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

Strategic Financial Partners, Ltd. held 21,401 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,401 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $1,246,883.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
    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 21,351 shares
    Change vs previous 13F -642 shares

    0.48% of the 13F portfolio, value $1,120,128.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
    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 21,993 shares
    Change vs previous 13F +470 shares

    0.53% of the 13F portfolio, value $1,222,424.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
    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 21,523 shares
    Change vs previous 13F -206 shares

    0.54% of the 13F portfolio, value $1,178,649.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
    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 21,729 shares
    Change vs previous 13F -15 shares

    0.51% of the 13F portfolio, value $1,103,010.

    13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
    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 21,744 shares
    Change vs previous 13F -255 shares

    0.59% of the 13F portfolio, value $1,118,778.

    13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
    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 21,999 shares
    Change vs previous 13F +5 shares

    0.6% of the 13F portfolio, value $1,175,635.

    13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
    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 21,994 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,155,800.

    13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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