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Kestra Advisory Services, LLC: PTMC position timeline

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

Kestra Advisory Services, LLC held 26,296 PTMC 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 26,296 shares
    Change vs previous 13F -1,306 shares

    <0.01% of the 13F portfolio, value $1,099,931.

    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: 6,757 shares
    • Kestra Advisory Services, LLC: 19,539 shares

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

  2. period ended2026-03-31
    13F 27,602 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $1,009,396.

    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: 9,015 shares
    • Kestra Advisory Services, LLC: 18,587 shares

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

  3. period ended2025-12-31
    13F 27,853 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $993,510.

    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: 12,211 shares
    • Kestra Advisory Services, LLC: 15,642 shares

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

  4. period ended2025-09-30
    13F 27,484 shares
    Change vs previous 13F -1,106 shares

    <0.01% of the 13F portfolio, value $984,196.

    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: 12,086 shares
    • Kestra Advisory Services, LLC: 15,398 shares

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

  5. period ended2025-06-30
    13F 28,590 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $997,208.

    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: 12,132 shares
    • Kestra Advisory Services, LLC: 16,458 shares

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

  6. period ended2025-03-31
    13F 28,263 shares
    Change vs previous 13F +1,056 shares

    <0.01% of the 13F portfolio, value $977,900.

    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: 13,178 shares
    • Kestra Advisory Services, LLC: 15,085 shares

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

  7. period ended2024-12-31
    13F 27,207 shares
    Change vs previous 13F +1,245 shares

    <0.01% of the 13F portfolio, value $1,003,666.

    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: 13,084 shares
    • Kestra Advisory Services, LLC: 14,123 shares

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

  8. period ended2024-09-30
    13F 25,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $963,715.

    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: 12,920 shares
    • Kestra Advisory Services, LLC: 13,042 shares

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