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Disclosery

Balentine LLC: PM position timeline

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

Balentine LLC held 9,509 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,509 shares
    Change vs previous 13F +624 shares

    0.06% of the 13F portfolio, value $1,720,273.

    13F-HR 0001398344-26-013694 filed by Balentine 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 8,885 shares
    Change vs previous 13F -910 shares

    0.06% of the 13F portfolio, value $1,469,046.

    13F-HR 0001398344-26-007159 filed by Balentine 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 9,795 shares
    Change vs previous 13F -85 shares

    0.06% of the 13F portfolio, value $1,571,118.

    13F-HR 0001398344-26-001814 filed by Balentine 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 9,880 shares
    Change vs previous 13F +112 shares

    0.06% of the 13F portfolio, value $1,602,536.

    13F-HR 0001398344-25-020500 filed by Balentine 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 9,768 shares
    Change vs previous 13F -374 shares

    0.07% of the 13F portfolio, value $1,779,046.

    13F-HR 0001398344-25-014447 filed by Balentine 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 10,142 shares
    Change vs previous 13F -327 shares

    0.07% of the 13F portfolio, value $1,609,840.

    13F-HR 0001398344-25-008628 filed by Balentine 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 10,469 shares
    Change vs previous 13F -6,549 shares

    0.05% of the 13F portfolio, value $1,259,944.

    13F-HR 0001398344-25-001347 filed by Balentine 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 17,018 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,065,985.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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