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Disclosery

Highland Financial Advisors, LLC: PM position timeline

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

Highland Financial Advisors, LLC held 10,792 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,792 shares
    Change vs previous 13F -375 shares

    0.43% of the 13F portfolio, value $1,952,345.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 11,167 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,846,340.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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