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Disclosery

HOGE FINANCIAL SERVICES, LLC: PM position timeline

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

HOGE FINANCIAL SERVICES, LLC held 1,205 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,205 shares
    Change vs previous 13F +1,205 shares

    0.1% of the 13F portfolio, value $218,034.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 0 shares
    Change vs previous 13F -1,405 shares

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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.

  3. period ended2025-12-31
    13F 1,405 shares
    Change vs previous 13F -64 shares

    0.12% of the 13F portfolio, value $225,330.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 1,469 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $238,433.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 1,429 shares
    Change vs previous 13F +82 shares

    0.16% of the 13F portfolio, value $261,165.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 1,347 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $213,851.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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