Brady Martz Wealth Solutions, LLC: PM position timeline

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

Brady Martz Wealth Solutions, LLC held 2,971 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 2,971 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $537,484.
13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,971 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $491,225.
13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).