Position in PTLO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$146,929
-$10,949 QoQ
Shares Held
27,775
-20.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Miller Financial Services LLC holds $1,894,147 across 3 Restaurants names. PTLO ranks #3 (7.8% of the industry book) .
All Filings in PTLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,929 | 27,775 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $157,878 | 34,775 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $344,268 | 53,375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $746,774 | 63,991 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $728,452 | 61,266 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $555,784 | 59,126 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||