Position in PTEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523
-$435 QoQ
Shares Held
57
-86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 437 holders
Holding Since
Mar 2020
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTEN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,676 across 3 Oil & Gas Drilling names. PTEN ranks #2 (31.2% of the industry book) .
All Filings in PTEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523 | 57 | Shares | Defined | 2026-08-04 | |
| 2020-03-31 | $958 | 408 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||