PTM Wealth Management, LLCETFConcentrated trader

CIK: 0002061027 | NORTH WALES, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	61	$235.3M	2026-10-23	SEC ↗
Q2 2026	13F-HR	62	$222.1M	2026-08-06	SEC ↗
Q1 2026	13F-HR	56	$188.7M	2026-04-09	SEC ↗
Q4 2025	13F-HR	56	$177.2M	2026-01-09	SEC ↗
Q3 2025	13F-HR	54	$167.5M	2025-10-28	SEC ↗
Q2 2025	13F-HR	49	$151.1M	2025-07-08	SEC ↗
Q1 2025	13F-HR	39	$95.1M	2025-05-07	SEC ↗