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

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

Whitaker-Myers Wealth Managers, LTD. held 47,893 PTLC 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 47,893 shares
    Change vs previous 13F -829 shares

    0.46% of the 13F portfolio, value $2,850,092.

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

  2. period ended2026-06-30
    13F 48,722 shares
    Change vs previous 13F +429 shares

    0.47% of the 13F portfolio, value $2,838,558.

    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 48,293 shares
    Change vs previous 13F -1,304 shares

    0.51% of the 13F portfolio, value $2,533,441.

    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 49,597 shares
    Change vs previous 13F -7,267 shares

    0.58% of the 13F portfolio, value $2,756,599.

    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 56,864 shares
    Change vs previous 13F -8,450 shares

    0.68% of the 13F portfolio, value $3,113,895.

    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 65,314 shares
    Change vs previous 13F -8,501 shares

    0.84% of the 13F portfolio, value $3,315,338.

    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 73,815 shares
    Change vs previous 13F +333 shares

    1.07% of the 13F portfolio, value $3,797,774.

    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 73,482 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,926,853.

    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).