LeConte Wealth Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeConte Wealth Management, LLC on PM, newest first. How the timeline and the estimate are built.
LeConte Wealth Management, LLC held 4,607 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,607 sharesChange vs previous 13F +363 shares
0.45% of the 13F portfolio, value $833,452.
13F-HR 0001172661-26-003153 filed by LeConte 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 4,244 sharesChange vs previous 13F +1,486 shares
0.45% of the 13F portfolio, value $701,703.
13F-HR 0001172661-26-001702 filed by LeConte 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 2,758 sharesChange vs previous 13F -259 shares
0.29% of the 13F portfolio, value $442,383.
13F-HR 0001172661-26-000199 filed by LeConte 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 3,017 sharesChange vs previous 13F +687 shares
0.33% of the 13F portfolio, value $489,357.
13F-HR 0001172661-25-004305 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,330 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $424,363.
13F-HR 0001172661-25-002599 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).