Laidlaw Wealth Management LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laidlaw Wealth Management LLC on PM, newest first. How the timeline and the estimate are built.
Laidlaw Wealth Management LLC held 2,523 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,523 sharesChange vs previous 13F +609 shares
1.3% of the 13F portfolio, value $456,436.
13F-HR 0001800608-26-000003 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,914 sharesChange vs previous 13F -474 shares
1.1% of the 13F portfolio, value $316,461.
13F-HR 0001800608-26-000002 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,388 sharesChange vs previous 13F +381 shares
1.19% of the 13F portfolio, value $383,035.
13F-HR 0001800608-26-000001 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,007 sharesChange vs previous 13F +2,007 shares
0.78% of the 13F portfolio, value $325,535.
13F-HR 0001800608-25-000006 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,274 shares
13F-HR 0001800608-25-000002 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,274 sharesChange vs previous 13F -165 shares
0.12% of the 13F portfolio, value $273,676.
13F-HR 0001800608-25-000001 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,439 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $296,129.
13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).