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Disclosery

Fiduciary Group, LLC: PM position timeline

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

Fiduciary Group, LLC held 10,014 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,014 shares
    Change vs previous 13F -8 shares

    0.14% of the 13F portfolio, value $1,811,633.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 10,022 shares
    Change vs previous 13F -617 shares

    0.14% of the 13F portfolio, value $1,657,037.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 10,639 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $1,706,496.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 10,839 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,758,086.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 10,839 shares
    Change vs previous 13F -95 shares

    0.19% of the 13F portfolio, value $1,974,107.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 10,934 shares
    Change vs previous 13F -163 shares

    0.17% of the 13F portfolio, value $1,735,554.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 11,097 shares
    Change vs previous 13F +163 shares

    0.13% of the 13F portfolio, value $1,335,524.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 10,934 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,327,388.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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