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Taylor & Morgan Wealth Management, LLC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on PTY, newest first. How the timeline and the estimate are built.

Taylor & Morgan Wealth Management, LLC held 20,184 PTY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,184 shares
    Change vs previous 13F -4,149 shares

    0.11% of the 13F portfolio, value $222,228.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,333 shares
    Change vs previous 13F +677 shares

    0.14% of the 13F portfolio, value $292,726.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,656 shares
    Change vs previous 13F +618 shares

    0.16% of the 13F portfolio, value $285,297.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,038 shares
    Change vs previous 13F +563 shares

    0.17% of the 13F portfolio, value $297,186.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,475 shares
    Change vs previous 13F +542 shares

    0.2% of the 13F portfolio, value $324,538.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,933 shares
    Change vs previous 13F +528 shares

    0.21% of the 13F portfolio, value $305,091.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,405 shares
    Change vs previous 13F +494 shares

    0.23% of the 13F portfolio, value $309,515.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,911 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $300,485.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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