Capstone Financial Advisors, Inc.
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $266,702 | 58,745 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $378,905 | 58,745 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $277,104 | 23,745 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $282,090 | 23,725 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $241,815 | 25,725 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $423,820 | 31,464 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $364,577 | 37,508 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $361,760 | 25,512 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $358,616 | 22,512 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $346,459 | 22,512 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $532,428 | 23,632 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $506,404 | 23,697 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $370,415 | 22,697 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $497,113 | 25,247 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $371,095 | 22,697 | Shares | Sole | 2022-09-02 |
| 2022-03-31 | $556,357 | 22,653 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $474,993 | 12,653 | Shares | Sole | 2022-02-11 |