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AFFINITY INVESTMENT ADVISORS, LLC: PM position timeline

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

AFFINITY INVESTMENT ADVISORS, LLC held 2,792 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,792 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $505,101.

    13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT 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 2,792 shares
    Change vs previous 13F -2,964 shares

    0.29% of the 13F portfolio, value $461,629.

    13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT 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 5,756 shares
    Change vs previous 13F -1,878 shares

    0.61% of the 13F portfolio, value $923,262.

    13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT 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 7,634 shares
    Change vs previous 13F -82 shares

    0.84% of the 13F portfolio, value $1,238,235.

    13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT 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 7,716 shares
    Change vs previous 13F -2,150 shares

    1.06% of the 13F portfolio, value $1,405,315.

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT 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 9,866 shares
    Change vs previous 13F +447 shares

    1.28% of the 13F portfolio, value $1,566,030.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT 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 9,419 shares
    Change vs previous 13F -1,055 shares

    0.94% of the 13F portfolio, value $1,133,577.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT 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 10,474 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,271,544.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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