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Disclosery

LWM Advisory Services, LLC: PAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on PAM, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 4,071 PAM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,071 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $334,351.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 4,071 shares
    Change vs previous 13F -147 shares

    0.38% of the 13F portfolio, value $360,284.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 4,218 shares
    Change vs previous 13F -155 shares

    0.22% of the 13F portfolio, value $373,335.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 4,373 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $262,642.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 4,373 shares
    Change vs previous 13F -918 shares

    0.21% of the 13F portfolio, value $303,398.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 5,291 shares
    Change vs previous 13F +555 shares

    0.28% of the 13F portfolio, value $408,463.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 4,736 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $416,484.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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