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Disclosery

ADVISORY RESEARCH INC: PM position timeline

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

ADVISORY RESEARCH INC held 122,120 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,120 shares
    Change vs previous 13F +2,570 shares

    2.2% of the 13F portfolio, value $22,092,729.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 119,550 shares
    Change vs previous 13F -58,992 shares

    2.43% of the 13F portfolio, value $19,766,397.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 178,542 shares
    Change vs previous 13F +3,275 shares

    3.6% of the 13F portfolio, value $28,638,123.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    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 175,267 shares
    Change vs previous 13F +28,293 shares

    3.73% of the 13F portfolio, value $28,428,254.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    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 146,974 shares
    Change vs previous 13F +16,441 shares

    4.11% of the 13F portfolio, value $26,768,328.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    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 130,533 shares
    Change vs previous 13F +9,748 shares

    3.65% of the 13F portfolio, value $20,719,469.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 120,785 shares
    Change vs previous 13F +27,187 shares

    2.42% of the 13F portfolio, value $14,536,507.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 93,598 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $11,362,848.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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