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Disclosery

AA Financial Advisors, LLC: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on PM, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 10,779 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,779 shares
    Change vs previous 13F +697 shares

    0.23% of the 13F portfolio, value $1,950,029.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,082 shares
    Change vs previous 13F +83 shares

    0.23% of the 13F portfolio, value $1,666,958.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,999 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $1,603,840.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,749 shares
    Change vs previous 13F +505 shares

    0.31% of the 13F portfolio, value $1,581,288.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,244 shares
    Change vs previous 13F +878 shares

    0.36% of the 13F portfolio, value $1,683,610.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,366 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,327,935.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,366 shares
    Change vs previous 13F -263 shares

    0.27% of the 13F portfolio, value $1,006,848.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,629 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,047,561.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).