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INSIGNEO ADVISORY SERVICES, LLC: PM position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 13,063 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,063 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $2,363,201.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY 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 12,882 shares
    Change vs previous 13F +2,675 shares

    0.15% of the 13F portfolio, value $2,129,906.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 10,207 shares
    Change vs previous 13F -353 shares

    0.12% of the 13F portfolio, value $1,637,273.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY 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 10,560 shares
    Change vs previous 13F +629 shares

    0.12% of the 13F portfolio, value $1,712,869.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY 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 9,931 shares
    Change vs previous 13F +793 shares

    0.16% of the 13F portfolio, value $1,808,741.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY 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 9,138 shares
    Change vs previous 13F +1,053 shares

    0.15% of the 13F portfolio, value $1,450,475.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 8,085 shares
    Change vs previous 13F -5,111 shares

    0.1% of the 13F portfolio, value $973,030.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,196 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,601,964.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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