Independent Family Office, LLC
Holdings in PTC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $20,730,990 | 119,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $24,755,040 | 121,934 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $21,624,189 | 125,474 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $19,541,364 | 126,114 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $24,125,398 | 131,209 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $25,165,938 | 139,300 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $26,007,513 | 143,158 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $24,675,564 | 130,600 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $25,894,080 | 148,000 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $20,968,640 | 148,000 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $21,060,400 | 148,000 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $26,292,920 | 205,045 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $24,613,601 | 205,045 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $23,990,951 | 229,359 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,500,776 | 14,113 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,527,111 | 23,460 | Shares | Sole | 2022-05-16 |