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Disclosery

Keel Point, LLC: PM position timeline

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

Keel Point, LLC held 7,128 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 7,128 shares
    Change vs previous 13F +218 shares

    0.08% of the 13F portfolio, value $1,289,495.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 6,910 shares
    Change vs previous 13F +254 shares

    0.08% of the 13F portfolio, value $1,142,544.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 6,656 shares
    Change vs previous 13F -233 shares

    0.06% of the 13F portfolio, value $1,067,584.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 6,889 shares
    Change vs previous 13F -153 shares

    0.07% of the 13F portfolio, value $1,117,319.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 7,042 shares
    Change vs previous 13F +1,893 shares

    0.08% of the 13F portfolio, value $1,282,511.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 5,149 shares
    Change vs previous 13F +1,201 shares

    0.06% of the 13F portfolio, value $817,365.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 3,948 shares
    Change vs previous 13F -826 shares

    0.04% of the 13F portfolio, value $475,179.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 4,774 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $579,598.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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