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Disclosery

Exchange Bank: PM position timeline

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

Exchange Bank held 9,958 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,958 shares
    Change vs previous 13F -55 shares

    1.18% of the 13F portfolio, value $1,900,185.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,013 shares
    Change vs previous 13F -586 shares

    1.13% of the 13F portfolio, value $1,811,451.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 10,599 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,752,439.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 10,599 shares
    Change vs previous 13F -528 shares

    1.18% of the 13F portfolio, value $1,700,080.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    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 11,127 shares
    Change vs previous 13F -191 shares

    1.25% of the 13F portfolio, value $1,804,799.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    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 11,318 shares
    Change vs previous 13F -46 shares

    1.63% of the 13F portfolio, value $2,061,345.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    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 11,364 shares
    Change vs previous 13F -466 shares

    1.45% of the 13F portfolio, value $1,803,807.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    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 11,830 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,423,743.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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