4WEALTH ADVISORS, INC.
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $386,944 | 85,230 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $547,398 | 84,868 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $492,252 | 42,181 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $517,714 | 43,542 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $279,650 | 29,750 | Shares | Sole | 2025-02-14 |