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

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

Whitaker-Myers Wealth Managers, LTD. held 33,146 PTMC 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 33,146 shares
    Change vs previous 13F -369 shares

    0.21% of the 13F portfolio, value $1,296,359.

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

  2. period ended2026-06-30
    13F 33,515 shares
    Change vs previous 13F -1,949 shares

    0.23% of the 13F portfolio, value $1,401,939.

    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 35,464 shares
    Change vs previous 13F -1,154 shares

    0.26% of the 13F portfolio, value $1,296,908.

    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 36,618 shares
    Change vs previous 13F -2,398 shares

    0.27% of the 13F portfolio, value $1,306,180.

    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 39,016 shares
    Change vs previous 13F +2,765 shares

    0.3% of the 13F portfolio, value $1,397,179.

    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 36,251 shares
    Change vs previous 13F +546 shares

    0.32% of the 13F portfolio, value $1,264,451.

    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 35,705 shares
    Change vs previous 13F -644 shares

    0.35% of the 13F portfolio, value $1,235,409.

    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 36,349 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,340,912.

    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).