Independent Family Office, LLC

Family Office

Position in PTC — Ptc Inc.

CIK 1756485 ALBANY, NY

Position in PTC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$12,702,506

-$3,477,233 QoQ

Shares Held

111,808

-1.5% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

8.23%

of 13F equity value

Holder Rank

#97

of 677 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Independent Family Office, LLC holds $13,208,928 across 3 Software - Application names. PTC ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTC	Ptc Inc. This page	111,808	$12,702,506
2	MSTR	Strategy Inc	3,100	$269,483
3	ADP	Automatic Data Processing Inc	1,058	$236,939

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,702,506	111,808	-1.5%	Shares	Sole	2026-08-11
2026-03-31	$16,179,739	113,550	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$20,730,990	119,000	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$24,755,040	121,934	-2.8%	Shares	Sole	2025-11-13
2025-06-30	$21,624,189	125,474	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$19,541,364	126,114	-3.9%	Shares	Sole	2025-05-13
2024-12-31	$24,125,398	131,209	-5.8%	Shares	Sole	2025-02-10
2024-09-30	$25,165,938	139,300	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$26,007,513	143,158	+9.6%	Shares	Sole	2024-08-14
2024-03-31	$24,675,564	130,600	-11.8%	Shares	Sole	2024-04-29
2023-12-31	$25,894,080	148,000	0.0%	Shares	Sole	2024-01-30
2023-09-30	$20,968,640	148,000	0.0%	Shares	Sole	2023-11-01
2023-06-30	$21,060,400	148,000	-27.8%	Shares	Sole	2023-07-25
2023-03-31	$26,292,920	205,045	0.0%	Shares	Sole	2023-05-04
2022-12-31	$24,613,601	205,045	-10.6%	Shares	Sole	2023-02-09
2022-09-30	$23,990,951	229,359	+1525.2%	Shares	Sole	2022-11-14
2022-06-30	$1,500,776	14,113	-39.8%	Shares	Sole	2022-08-01
2022-03-31	$2,527,111	23,460	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.