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SWS Partners: PTLC position timeline

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

SWS Partners held 5,107 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 5,107 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $297,558.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 5,107 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $267,935.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 5,054 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $283,900.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 5,054 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $276,769.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 5,054 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $256,552.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 5,054 shares
    Change vs previous 13F +33 shares

    0.09% of the 13F portfolio, value $260,039.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 5,021 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $270,112.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 5,021 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $263,844.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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