Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $426,603 | 33,070 | Shares | Sole | 2026-01-06 |
| 2025-09-30 | $477,530 | 33,070 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $470,018 | 33,790 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $488,603 | 33,790 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $485,562 | 33,790 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $543,798 | 37,790 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $546,684 | 38,203 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $929,375 | 62,500 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $3,501,980 | 264,500 | Shares | Sole | 2024-01-30 |