PTM WEALTH MANAGEMENT, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, PTM WEALTH MANAGEMENT, LLC opened 1 positions, added to 1, reduced 0 and sold out of 1.
- Q1 2026: Stock ATAI BECKLEY NV; Country of operation —; Class SHS; Shares before 15,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2061027), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
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