CAPITAL & PLANNING, LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 2053750
JONESBORO, GA
All Filings in PTLC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PTLC | $627,926 | 10,778 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 PTLC | $591,643 | 11,278 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 PTLC | $615,119 | 11,233 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 PTLC | $605,211 | 11,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PTLC | $629,027 | 12,226 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 PTLC | $609,643 | 11,408 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||