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WBI INVESTMENTS, LLC: PTMC position timeline

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

WBI INVESTMENTS, LLC held 49,089 PTMC 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 49,089 shares
    Change vs previous 13F -4,659 shares

    0.51% of the 13F portfolio, value $2,053,376.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 53,748 shares
    Change vs previous 13F -20,094 shares

    0.54% of the 13F portfolio, value $1,965,564.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 53,748 shares
    • MILLINGTON SECURITIES, LLC: 53,748 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 73,842 shares
    Change vs previous 13F -9,013 shares

    0.69% of the 13F portfolio, value $2,633,944.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 82,855 shares
    Change vs previous 13F -4,465 shares

    0.76% of the 13F portfolio, value $2,967,038.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 87,320 shares
    Change vs previous 13F -7,104 shares

    0.79% of the 13F portfolio, value $3,045,722.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 94,424 shares
    Change vs previous 13F -104,870 shares

    0.86% of the 13F portfolio, value $3,267,082.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 199,294 shares
    Change vs previous 13F +6,013 shares

    1.84% of the 13F portfolio, value $7,351,948.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, 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 193,281 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $7,174,591.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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