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Koa Wealth Management, LLC: PM position timeline

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

Koa Wealth Management, LLC held 17,492 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,492 shares
    Change vs previous 13F +86 shares

    2.15% of the 13F portfolio, value $3,164,478.

    13F-HR 0001172661-26-002703 filed by Koa Wealth Management, 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 17,406 shares
    Change vs previous 13F -1,780 shares

    2.08% of the 13F portfolio, value $2,877,908.

    13F-HR 0001172661-26-001567 filed by Koa Wealth Management, 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 19,186 shares
    Change vs previous 13F +2,322 shares

    2.11% of the 13F portfolio, value $3,077,434.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, 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 16,864 shares
    Change vs previous 13F +1,377 shares

    2.03% of the 13F portfolio, value $2,735,341.

    13F-HR 0001172661-25-004446 filed by Koa Wealth Management, 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 15,487 shares
    Change vs previous 13F -1,856 shares

    2.24% of the 13F portfolio, value $2,820,647.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, 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 17,343 shares
    Change vs previous 13F -3,553 shares

    2.22% of the 13F portfolio, value $2,752,854.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, 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 20,896 shares
    Change vs previous 13F -784 shares

    2.06% of the 13F portfolio, value $2,514,834.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, 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 21,680 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,631,952.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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