LAZARI CAPITAL MANAGEMENT, INC.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on PM, newest first. How the timeline and the estimate are built.
LAZARI CAPITAL MANAGEMENT, INC. held 2,458 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,458 sharesChange vs previous 13F -51 shares
0.14% of the 13F portfolio, value $444,632.
13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, 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 2,509 sharesChange vs previous 13F -79 shares
0.14% of the 13F portfolio, value $414,797.
13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, 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/A 2,588 sharesChange vs previous 13F -19 shares
0.14% of the 13F portfolio, value $415,075.
13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, 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 2,607 sharesChange vs previous 13F +11 shares
0.14% of the 13F portfolio, value $422,815.
13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, 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 2,596 sharesChange vs previous 13F +14 shares
0.18% of the 13F portfolio, value $472,764.
13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, 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 2,582 sharesChange vs previous 13F +80 shares
0.17% of the 13F portfolio, value $409,801.
13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, 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 2,502 sharesChange vs previous 13F +50 shares
0.12% of the 13F portfolio, value $301,086.
13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,452 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $297,642.
13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).