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Ameritas Investment Partners, Inc.: PTLC position timeline

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

Ameritas Investment Partners, Inc. held 17,313 PTLC 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 17,313 shares
    Change vs previous 13F +2,097 shares

    0.02% of the 13F portfolio, value $1,008,670.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, 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 15,216 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $798,245.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, 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 14,840 shares
    Change vs previous 13F +598 shares

    0.03% of the 13F portfolio, value $824,830.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, 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 14,242 shares
    Change vs previous 13F +1,955 shares

    0.05% of the 13F portfolio, value $779,914.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, 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 12,287 shares
    Change vs previous 13F +6,621 shares

    0.03% of the 13F portfolio, value $623,709.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, 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 5,666 shares
    Change vs previous 13F +277 shares

    0.01% of the 13F portfolio, value $299,494.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, 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 5,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,984.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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