KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on PM, newest first. How the timeline and the estimate are built.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 46,325 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 46,325 sharesChange vs previous 13F +1,517 shares
4.48% of the 13F portfolio, value $8,839,753.
13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Accepted , ingested - period ended2026-06-3013F 44,808 sharesChange vs previous 13F +1,055 shares
4.22% of the 13F portfolio, value $8,106,253.
13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,753 sharesChange vs previous 13F +1,230 shares
4% of the 13F portfolio, value $7,234,190.
13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,523 sharesChange vs previous 13F +4,161 shares
4.02% of the 13F portfolio, value $6,820,716.
13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,362 sharesChange vs previous 13F +23,134 shares
3.82% of the 13F portfolio, value $6,222,267.
13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,228 sharesChange vs previous 13F -16,182 shares
1.85% of the 13F portfolio, value $2,773,544.
13F-HR 0001907480-25-000006 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,410 sharesChange vs previous 13F +1,868 shares
3.58% of the 13F portfolio, value $4,965,657.
13F-HR 0001907480-25-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,542 sharesChange vs previous 13F not available
2.87% of the 13F portfolio, value $3,555,358.
13F-HR 0001667731-25-000140 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).