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Transamerica Financial Advisors, LLC: PTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on PTF, newest first. How the timeline and the estimate are built.

Transamerica Financial Advisors, LLC held 112,590 PTF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,590 shares
    Change vs previous 13F -44,579 shares

    1.3% of the 13F portfolio, value $15,347,167.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 157,169 shares
    Change vs previous 13F -37,064 shares

    1.16% of the 13F portfolio, value $13,567,643.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 194,233 shares
    Change vs previous 13F -18,440 shares

    1.24% of the 13F portfolio, value $14,856,217.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 212,673 shares
    Change vs previous 13F -10,136 shares

    1.32% of the 13F portfolio, value $15,911,266.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 222,809 shares
    Change vs previous 13F -32,286 shares

    1.43% of the 13F portfolio, value $15,215,573.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 255,095 shares
    Change vs previous 13F +6,701 shares

    1.53% of the 13F portfolio, value $15,041,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 248,394 shares
    Change vs previous 13F +9,625 shares

    1.78% of the 13F portfolio, value $18,024,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    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 238,769 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $15,146,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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