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GW HENSSLER & ASSOCIATES LTD: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on PM, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 107,196 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,196 shares
    Change vs previous 13F -180 shares

    0.86% of the 13F portfolio, value $19,392,858.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 107,376 shares
    Change vs previous 13F -32,141 shares

    0.84% of the 13F portfolio, value $17,753,580.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 139,517 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $22,378,473.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 139,517 shares
    Change vs previous 13F +164 shares

    1.13% of the 13F portfolio, value $22,629,598.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 139,353 shares
    Change vs previous 13F -131,857 shares

    1.36% of the 13F portfolio, value $25,380,412.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 271,210 shares
    Change vs previous 13F -2,884 shares

    2.47% of the 13F portfolio, value $43,049,110.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 274,094 shares
    Change vs previous 13F -4,124 shares

    1.91% of the 13F portfolio, value $33,274,954.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 278,218 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $33,775,607.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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