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Coppell Advisory Solutions LLC: PSMT position timeline

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

Coppell Advisory Solutions LLC held 13,773 PSMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,773 shares
    Change vs previous 13F +13,773 shares

    0.01% of the 13F portfolio, value $102,207.

    13F-HR 0001062993-26-004395 filed by Coppell Advisory Solutions 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 0 shares
    Change vs previous 13F -27,845 shares

    13F-HR 0001062993-26-002673 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 27,845 shares
    Change vs previous 13F +3,118 shares

    0.34% of the 13F portfolio, value $3,424,378.

    13F-HR 0001062993-26-000991 filed by Coppell Advisory Solutions 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 24,727 shares
    Change vs previous 13F +2,454 shares

    0.32% of the 13F portfolio, value $3,033,014.

    13F-HR 0001062993-25-016775 filed by Coppell Advisory Solutions 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/A 22,273 shares
    Change vs previous 13F +11,039 shares

    0.28% of the 13F portfolio, value $2,368,734.

    13F-HR/A 0001062993-25-014705 filed by Coppell Advisory Solutions 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 11,234 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,140,363.

    13F-HR 0001062993-25-009589 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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