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Zuckerman Investment Group, LLC: PTLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zuckerman Investment Group, LLC on PTLO, newest first. How the timeline and the estimate are built.

Zuckerman Investment Group, LLC held 2,049,697 PTLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,049,697 shares
    Change vs previous 13F -12,427 shares

    0.82% of the 13F portfolio, value $9,715,564.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 2,062,124 shares
    Change vs previous 13F +98,374 shares

    1.02% of the 13F portfolio, value $10,908,636.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,963,750 shares
    Change vs previous 13F +114,525 shares

    0.8% of the 13F portfolio, value $8,915,425.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,849,225 shares
    Change vs previous 13F -24,499 shares

    1.1% of the 13F portfolio, value $11,927,501.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,873,724 shares
    Change vs previous 13F +30,031 shares

    2.12% of the 13F portfolio, value $21,866,359.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,843,693 shares
    Change vs previous 13F -101,290 shares

    2.35% of the 13F portfolio, value $21,921,510.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,944,983 shares
    Change vs previous 13F +125,073 shares

    2.56% of the 13F portfolio, value $26,704,617.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,819,910 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $24,514,188.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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