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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on PM, newest first. How the timeline and the estimate are built.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 93,226 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,226 shares
    Change vs previous 13F +2,255 shares

    0.25% of the 13F portfolio, value $16,866,076.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 90,971 shares
    Change vs previous 13F +3,356 shares

    0.26% of the 13F portfolio, value $15,041,645.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 87,615 shares
    Change vs previous 13F -2,541 shares

    0.25% of the 13F portfolio, value $14,053,957.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 90,156 shares
    Change vs previous 13F -17,878 shares

    0.29% of the 13F portfolio, value $14,623,240.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 108,034 shares
    Change vs previous 13F -1,432 shares

    0.45% of the 13F portfolio, value $19,677,041.

    13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 109,466 shares
    Change vs previous 13F +98,825 shares

    0.45% of the 13F portfolio, value $17,376,339.

    13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 10,641 shares
    Change vs previous 13F +3,004 shares

    0.03% of the 13F portfolio, value $1,280,590.

    13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 7,637 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $927,113.

    13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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