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Disclosery

InvesTrust: PM position timeline

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

InvesTrust held 18,261 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 18,261 shares
    Change vs previous 13F -823 shares

    1.27% of the 13F portfolio, value $3,303,597.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 19,084 shares
    Change vs previous 13F -149 shares

    1.33% of the 13F portfolio, value $3,155,348.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 19,233 shares
    Change vs previous 13F -855 shares

    1.19% of the 13F portfolio, value $3,084,973.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 20,088 shares
    Change vs previous 13F -175 shares

    1.19% of the 13F portfolio, value $3,258,273.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 20,263 shares
    Change vs previous 13F -36,936 shares

    1.42% of the 13F portfolio, value $3,690,500.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 57,199 shares
    Change vs previous 13F -2,878 shares

    2.48% of the 13F portfolio, value $9,079,197.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 60,077 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $7,224,033.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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