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Disclosery

WNY Asset Management, LLC: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WNY Asset Management, LLC on PTLC, newest first. How the timeline and the estimate are built.

WNY Asset Management, LLC held 5,224 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,224 shares
    Change vs previous 13F -1,486 shares

    0.03% of the 13F portfolio, value $304,350.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,710 shares
    Change vs previous 13F -2,440 shares

    0.04% of the 13F portfolio, value $352,007.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 9,150 shares
    Change vs previous 13F +2,150 shares

    0.05% of the 13F portfolio, value $501,054.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,000 shares
    Change vs previous 13F +782 shares

    0.04% of the 13F portfolio, value $355,320.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,218 shares
    Change vs previous 13F +2,350 shares

    0.04% of the 13F portfolio, value $319,916.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,868 shares
    Change vs previous 13F -6,529 shares

    0.03% of the 13F portfolio, value $206,706.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,397 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $546,362.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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