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Advisory Alpha, LLC: PM position timeline

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

Advisory Alpha, LLC held 18,053 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,053 shares
    Change vs previous 13F +2,264 shares

    0.08% of the 13F portfolio, value $3,266,386.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 15,789 shares
    Change vs previous 13F +1,914 shares

    0.07% of the 13F portfolio, value $2,611,058.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 13,875 shares
    Change vs previous 13F +1,772 shares

    0.06% of the 13F portfolio, value $2,226,050.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 12,103 shares
    Change vs previous 13F +3,906 shares

    0.05% of the 13F portfolio, value $1,911,648.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 8,197 shares
    Change vs previous 13F +1,848 shares

    0.05% of the 13F portfolio, value $1,493,028.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 6,349 shares
    Change vs previous 13F +1,691 shares

    0.03% of the 13F portfolio, value $1,007,714.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 4,658 shares
    Change vs previous 13F +289 shares

    0.02% of the 13F portfolio, value $560,702.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 4,369 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $530,553.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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