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Kestra Advisory Services, LLC: PTLC position timeline

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

Kestra Advisory Services, LLC held 317,758 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,758 shares
    Change vs previous 13F -31,273 shares

    0.05% of the 13F portfolio, value $18,512,598.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,677 shares
    • Kestra Advisory Services, LLC: 300,081 shares

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

  2. period ended2026-03-31
    13F 349,031 shares
    Change vs previous 13F -38,180 shares

    0.05% of the 13F portfolio, value $18,310,198.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,153 shares
    • Kestra Advisory Services, LLC: 325,878 shares

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

  3. period ended2025-12-31
    13F 387,211 shares
    Change vs previous 13F -461 shares

    0.07% of the 13F portfolio, value $21,521,214.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,856 shares
    • Kestra Advisory Services, LLC: 356,355 shares

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

  4. period ended2025-09-30
    13F 387,672 shares
    Change vs previous 13F -27,694 shares

    0.07% of the 13F portfolio, value $21,228,922.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,832 shares
    • Kestra Advisory Services, LLC: 356,840 shares

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

  5. period ended2025-06-30
    13F 415,366 shares
    Change vs previous 13F -12,994 shares

    0.08% of the 13F portfolio, value $21,083,970.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,286 shares
    • Kestra Advisory Services, LLC: 384,080 shares

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

  6. period ended2025-03-31
    13F 428,360 shares
    Change vs previous 13F +12,590 shares

    0.08% of the 13F portfolio, value $22,039,122.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,111 shares
    • Kestra Advisory Services, LLC: 389,249 shares

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

  7. period ended2024-12-31
    13F 415,770 shares
    Change vs previous 13F -17,515 shares

    0.09% of the 13F portfolio, value $22,218,748.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,667 shares
    • Kestra Advisory Services, LLC: 383,103 shares

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

  8. period ended2024-09-30
    13F 433,285 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,769,148.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,239 shares
    • Kestra Advisory Services, LLC: 403,046 shares

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