Chicago Partners Investment Group LLC
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,184,458 | 260,894 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,681,444 | 260,689 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $3,053,875 | 261,686 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $3,127,949 | 263,074 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,645,912 | 281,480 | Shares | Sole | 2025-01-24 |
| 2022-12-31 | $164,880 | 10,103 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $183,254 | 9,307 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $166,688 | 10,195 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $249,603 | 10,163 | Shares | Sole | 2022-05-20 |
| 2021-12-31 | $461,516 | 12,294 | Shares | Sole | 2022-02-15 |