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Disclosery

Clearstead Advisors, LLC: PM position timeline

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

Clearstead Advisors, LLC held 43,913 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 43,913 shares
    Change vs previous 13F -7,370 shares

    0.08% of the 13F portfolio, value $7,944,358.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 51,283 shares
    Change vs previous 13F +13,706 shares

    0.08% of the 13F portfolio, value $8,479,176.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 37,577 shares
    Change vs previous 13F -156 shares

    0.08% of the 13F portfolio, value $6,027,270.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 37,733 shares
    Change vs previous 13F -660 shares

    0.09% of the 13F portfolio, value $6,120,293.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 38,393 shares
    Change vs previous 13F +896 shares

    0.1% of the 13F portfolio, value $6,992,458.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 37,497 shares
    Change vs previous 13F +970 shares

    0.09% of the 13F portfolio, value $5,951,938.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 36,527 shares
    Change vs previous 13F -1,583 shares

    0.07% of the 13F portfolio, value $4,396,008.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 38,110 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,626,511.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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