HighPoint Advisor Group LLC
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $130,792 | 28,809 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $262,089 | 40,634 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $460,544 | 39,464 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $442,165 | 37,188 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $347,160 | 36,932 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $732,889 | 54,409 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $308,367 | 31,725 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $488,812 | 34,472 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $449,241 | 28,201 | Shares | Sole | 2024-03-26 |
| 2022-06-30 | $794,397 | 48,587 | Shares | Sole | 2022-08-15 |