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Zullo Investment Group, Inc.: PTY position timeline

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

Zullo Investment Group, Inc. held 119,172 PTY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,172 shares
    Change vs previous 13F -9,795 shares

    0.49% of the 13F portfolio, value $1,433,647.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, Inc.
    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 128,967 shares
    Change vs previous 13F -11,061 shares

    0.59% of the 13F portfolio, value $1,555,346.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, Inc.
    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 140,028 shares
    Change vs previous 13F -20,350 shares

    0.66% of the 13F portfolio, value $1,806,378.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, Inc.
    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 160,378 shares
    Change vs previous 13F +4,700 shares

    0.86% of the 13F portfolio, value $2,315,866.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, Inc.
    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 155,678 shares
    Change vs previous 13F +21,004 shares

    0.88% of the 13F portfolio, value $2,165,489.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, Inc.
    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 134,674 shares
    Change vs previous 13F +77,155 shares

    0.83% of the 13F portfolio, value $1,947,391.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, Inc.
    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 57,519 shares
    Change vs previous 13F +33,688 shares

    0.33% of the 13F portfolio, value $826,551.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, Inc.
    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 23,831 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $342,934.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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