Frederick Financial Consultants, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on PM, newest first. How the timeline and the estimate are built.
Frederick Financial Consultants, LLC held 1,163 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,163 sharesChange vs previous 13F -69 shares
0.09% of the 13F portfolio, value $210,453.
13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,232 sharesChange vs previous 13F +1,232 shares
0.1% of the 13F portfolio, value $203,753.
13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,157 shares
13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,157 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $210,665.
13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).