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INVESTMENT ADVISORY SERVICES INC /TX /ADV: PM position timeline

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

INVESTMENT ADVISORY SERVICES INC /TX /ADV held 2,809 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,809 shares
    Change vs previous 13F +61 shares

    0.15% of the 13F portfolio, value $508,180.

    13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,748 shares
    Change vs previous 13F -14 shares

    0.14% of the 13F portfolio, value $454,283.

    13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,762 shares
    Change vs previous 13F +44 shares

    0.14% of the 13F portfolio, value $442,996.

    13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,718 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $440,793.

    13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,705 shares
    Change vs previous 13F +179 shares

    0.16% of the 13F portfolio, value $492,741.

    13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,526 shares
    Change vs previous 13F +16 shares

    0.15% of the 13F portfolio, value $401,003.

    13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,510 shares
    Change vs previous 13F +78 shares

    0.11% of the 13F portfolio, value $302,083.

    13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 2,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $295,219.

    13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    Filed (acceptance time not in the bulk data set), ingested

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