CFO4Life Group, LLC

Position in PTC — Ptc Inc.

CIK 1706351 COPPELL, TX

Position in PTC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$235,820

-$47,445 QoQ

Shares Held

1,655

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

CFO4Life Group, LLC holds $863,890 across 3 Software - Application names. PTC ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	8,617	$619,820
2	PTC	Ptc Inc. This page	1,655	$235,820
3	MAPS	Wm Technology, Inc.	12,539	$8,250

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,820	1,655	+1.8%	Shares	Sole	2026-05-11
2025-12-31	$283,265	1,626	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.