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Disclosery

Unified Investment Management: PTC position timeline

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

Unified Investment Management held 6,889 PTC shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,889 shares
    Change vs previous 13F +875 shares

    0.87% of the 13F portfolio, value $966,527.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,014 shares
    Change vs previous 13F +258 shares

    0.64% of the 13F portfolio, value $683,251.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    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 5,756 shares
    Change vs previous 13F +1,608 shares

    0.84% of the 13F portfolio, value $820,172.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,148 shares
    Change vs previous 13F -2 shares

    0.73% of the 13F portfolio, value $722,623.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,150 shares
    Change vs previous 13F -251 shares

    0.84% of the 13F portfolio, value $842,533.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,401 shares
    Change vs previous 13F +721 shares

    0.81% of the 13F portfolio, value $758,468.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    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 3,680 shares
    Change vs previous 13F -90 shares

    0.67% of the 13F portfolio, value $570,216.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,770 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $693,190.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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