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Generation Capital Management LLC: PM position timeline

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

Generation Capital Management LLC held 2,675 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,675 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $483,934.

    13F-HR 0001214659-26-010030 filed by Generation Capital Management 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 2,675 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $442,284.

    13F-HR 0001214659-26-005813 filed by Generation Capital Management 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 2,675 shares
    Change vs previous 13F -4,561 shares

    0.28% of the 13F portfolio, value $429,070.

    13F-HR 0001214659-26-001664 filed by Generation Capital Management 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 7,236 shares
    Change vs previous 13F -65 shares

    0.85% of the 13F portfolio, value $1,173,679.

    13F-HR 0001214659-25-016064 filed by Generation Capital Management 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 7,301 shares
    Change vs previous 13F +4,025 shares

    1.05% of the 13F portfolio, value $1,329,731.

    13F-HR 0001214659-25-011913 filed by Generation Capital Management 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 3,276 shares
    Change vs previous 13F +1 shares

    0.47% of the 13F portfolio, value $519,999.

    13F-HR 0001214659-25-007236 filed by Generation Capital Management 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 3,275 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $394,146.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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