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Disclosery

DOLIVER ADVISORS, LP: PM position timeline

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

DOLIVER ADVISORS, LP held 18,004 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,004 shares
    Change vs previous 13F -2,828 shares

    0.75% of the 13F portfolio, value $3,435,523.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,832 shares
    Change vs previous 13F -260 shares

    0.85% of the 13F portfolio, value $3,768,717.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    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 21,092 shares
    Change vs previous 13F -2,819 shares

    0.79% of the 13F portfolio, value $3,487,351.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,911 shares
    Change vs previous 13F +1,824 shares

    0.96% of the 13F portfolio, value $3,835,324.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,087 shares
    Change vs previous 13F -35 shares

    0.93% of the 13F portfolio, value $3,582,511.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,122 shares
    Change vs previous 13F -5,173 shares

    1.1% of the 13F portfolio, value $4,029,080.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,295 shares
    Change vs previous 13F -1,336 shares

    1.22% of the 13F portfolio, value $4,332,535.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,631 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,445,741.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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