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Aletheian Wealth Advisors LLC: PM position timeline

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

Aletheian Wealth Advisors LLC held 2,005 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,005 shares
    Change vs previous 13F +31 shares

    0.15% of the 13F portfolio, value $382,594.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,974 shares
    Change vs previous 13F +498 shares

    0.15% of the 13F portfolio, value $357,116.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth 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 ended2026-03-31
    13F 1,476 shares
    Change vs previous 13F -204 shares

    0.12% of the 13F portfolio, value $244,042.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth 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 1,680 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $272,496.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth 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 1,729 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $314,903.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth 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 1,724 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $273,651.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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