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Disclosery

GK Wealth Management LLC: PM position timeline

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

GK Wealth Management LLC held 1,564 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,564 shares
    Change vs previous 13F -413 shares

    0.17% of the 13F portfolio, value $298,358.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,977 shares
    Change vs previous 13F +1,977 shares

    0.22% of the 13F portfolio, value $357,746.

    13F-HR 0002069222-26-000003 filed by GK Wealth 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,997 shares

    13F-HR 0002069222-26-000002 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 1,997 shares
    Change vs previous 13F +279 shares

    0.23% of the 13F portfolio, value $320,243.

    13F-HR 0002069222-26-000001 filed by GK Wealth 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 ended2025-09-30
    13F 1,718 shares
    Change vs previous 13F -373 shares

    0.21% of the 13F portfolio, value $278,620.

    13F-HR 0002069222-25-000001 filed by GK Wealth 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 ended2025-06-30
    13F 2,091 shares
    Change vs previous 13F -318 shares

    0.38% of the 13F portfolio, value $380,758.

    13F-HR 0001754960-25-000328 filed by GK Wealth 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 ended2025-03-31
    13F/A 2,409 shares
    Change vs previous 13F -161 shares

    0.48% of the 13F portfolio, value $382,384.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,570 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $309,303.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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