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Disclosery

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

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

Whitaker-Myers Wealth Managers, LTD. held 2,590 PTL 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 2,590 shares
    Change vs previous 13F +275 shares

    0.11% of the 13F portfolio, value $704,789.

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

  2. period ended2026-06-30
    13F 2,315 shares
    Change vs previous 13F +164 shares

    0.11% of the 13F portfolio, value $662,166.

    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 2,151 shares
    Change vs previous 13F +321 shares

    0.11% of the 13F portfolio, value $538,857.

    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 1,830 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $454,173.

    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 1,823 shares
    Change vs previous 13F +148 shares

    0.1% of the 13F portfolio, value $454,268.

    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 1,675 shares
    Change vs previous 13F +41 shares

    0.1% of the 13F portfolio, value $384,165.

    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 1,634 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $335,703.

    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).