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TILIA FIDUCIARY PARTNERS, INC.: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on PTC, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 14,661 PTC shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 14,661 shares
    Change vs previous 13F +981 shares

    0.95% of the 13F portfolio, value $2,056,996.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,680 shares
    Change vs previous 13F +912 shares

    0.74% of the 13F portfolio, value $1,554,185.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 12,768 shares
    Change vs previous 13F +1,261 shares

    1% of the 13F portfolio, value $1,819,312.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 11,507 shares
    Change vs previous 13F +672 shares

    1.11% of the 13F portfolio, value $2,004,634.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 10,835 shares
    Change vs previous 13F -189 shares

    1.27% of the 13F portfolio, value $2,199,722.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 11,024 shares
    Change vs previous 13F +332 shares

    1.16% of the 13F portfolio, value $1,899,876.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 10,692 shares
    Change vs previous 13F +512 shares

    1.1% of the 13F portfolio, value $1,656,725.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 10,180 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,871,797.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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