Plotkin Financial Advisors, LLC
CIK
0001826394
City
CHEVY CHASE
State / Country
MD
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,639,615 | 127,102 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $1,805,259 | 125,018 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,762,188 | 126,685 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,773,012 | 122,615 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,712,774 | 119,191 | Shares | Sole | 2025-03-06 |
| 2024-09-30 | $1,707,992 | 118,693 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,642,101 | 114,752 | Shares | Sole | 2024-11-15 |
| 2024-03-31 | $1,736,459 | 116,776 | Shares | Sole | 2024-11-15 |
| 2023-12-31 | $1,556,997 | 117,598 | Shares | Sole | 2024-11-15 |
| 2023-09-30 | $1,544,887 | 118,201 | Shares | Sole | 2024-11-15 |
| 2023-06-30 | $1,693,132 | 120,938 | Shares | Sole | 2024-11-15 |
| 2023-03-31 | $978,159 | 78,441 | Shares | Sole | 2024-11-15 |
| 2022-12-31 | $919,077 | 76,526 | Shares | Sole | 2024-11-15 |
| 2022-09-30 | $916,735 | 78,020 | Shares | Sole | 2024-11-15 |
| 2022-06-30 | $933,120 | 74,590 | Shares | Sole | 2024-11-15 |
| 2022-03-31 | $1,110,572 | 72,350 | Shares | Sole | 2024-11-15 |
| 2021-12-31 | $1,298,952 | 78,534 | Shares | Sole | 2024-11-15 |
| 2021-09-30 | $1,743,219 | 95,310 | Shares | Sole | 2024-11-15 |
| 2021-06-30 | $1,893,210 | 95,665 | Shares | Sole | 2024-11-15 |
| 2021-03-31 | $2,438,752 | 133,484 | Shares | Sole | 2024-11-15 |
| 2020-12-31 | $2,891,218 | 161,973 | Shares | Sole | 2024-11-15 |
| 2020-09-30 | $2,196,744 | 136,190 | Shares | Sole | 2024-11-15 |
| 2020-06-30 | $2,822,153 | 181,957 | Shares | Sole | 2024-11-15 |
| 2020-03-31 | $1,362,766 | 105,559 | Shares | Sole | 2024-11-15 |