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Whitaker-Myers Wealth Managers, LTD.: PTIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on PTIN, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 36,510 PTIN 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 36,510 shares
    Change vs previous 13F -756 shares

    0.22% of the 13F portfolio, value $1,330,783.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,266 shares
    Change vs previous 13F -3,693 shares

    0.23% of the 13F portfolio, value $1,366,532.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 40,959 shares
    Change vs previous 13F -2,180 shares

    0.27% of the 13F portfolio, value $1,331,971.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,139 shares
    Change vs previous 13F -4,471 shares

    0.28% of the 13F portfolio, value $1,356,706.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,610 shares
    Change vs previous 13F +418 shares

    0.32% of the 13F portfolio, value $1,450,662.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 47,192 shares
    Change vs previous 13F -417 shares

    0.34% of the 13F portfolio, value $1,369,026.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 47,609 shares
    Change vs previous 13F -368 shares

    0.39% of the 13F portfolio, value $1,395,881.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,977 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,331,353.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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