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DIMENSIONAL FUND ADVISORS LP: PTLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on PTLO, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 397,885 PTLO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 397,885 shares
    Change vs previous 13F -679,791 shares

    <0.01% of the 13F portfolio, value $1,886,039.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,077,676 shares
    Change vs previous 13F -310,117 shares

    <0.01% of the 13F portfolio, value $5,700,648.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,387,793 shares
    Change vs previous 13F -744,041 shares

    <0.01% of the 13F portfolio, value $6,300,903.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    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 2,131,834 shares
    Change vs previous 13F +221,298 shares

    <0.01% of the 13F portfolio, value $13,749,877.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,910,536 shares
    Change vs previous 13F +212,822 shares

    0.01% of the 13F portfolio, value $22,295,051.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,697,714 shares
    Change vs previous 13F +595,611 shares

    0.01% of the 13F portfolio, value $20,185,865.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,102,103 shares
    Change vs previous 13F +641,273 shares

    <0.01% of the 13F portfolio, value $10,359,769.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    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 460,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,207,381.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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