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MITCHELL & PAHL PRIVATE WEALTH, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on CB, newest first. How the timeline and the estimate are built.

MITCHELL & PAHL PRIVATE WEALTH, LLC held 7,933 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,933 shares
    Change vs previous 13F +216 shares

    0.99% of the 13F portfolio, value $2,703,321.

    13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,717 shares
    Change vs previous 13F +247 shares

    1.02% of the 13F portfolio, value $2,515,417.

    13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,470 shares
    Change vs previous 13F +89 shares

    0.97% of the 13F portfolio, value $2,331,738.

    13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,381 shares
    Change vs previous 13F +35 shares

    0.87% of the 13F portfolio, value $2,083,494.

    13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,346 shares
    Change vs previous 13F +183 shares

    0.94% of the 13F portfolio, value $2,128,473.

    13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,163 shares
    Change vs previous 13F -45 shares

    1.01% of the 13F portfolio, value $2,163,374.

    13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 7,208 shares
    Change vs previous 13F +432 shares

    0.93% of the 13F portfolio, value $1,991,756.

    13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 6,776 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,954,318.

    13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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