Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$29,084
-$7,393 QoQ
Shares Held
256
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#537
of 677 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PINNEY & SCOFIELD, INC. holds $134,298 across 4 Software - Application names. PTC ranks #2 (21.7% of the industry book) .
All Filings in PTC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,084 | 256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36,477 | 256 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,597 | 256 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,973 | 256 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,119 | 256 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $39,667 | 256 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $47,070 | 256 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||