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MITCHELL & PAHL PRIVATE WEALTH, LLC: COO position timeline

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

MITCHELL & PAHL PRIVATE WEALTH, LLC held 11,747 COO 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 11,747 shares
    Change vs previous 13F +773 shares

    0.31% of the 13F portfolio, value $842,375.

    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 10,974 shares
    Change vs previous 13F +510 shares

    0.32% of the 13F portfolio, value $784,655.

    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 10,464 shares
    Change vs previous 13F +382 shares

    0.36% of the 13F portfolio, value $857,630.

    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 10,082 shares
    Change vs previous 13F +366 shares

    0.29% of the 13F portfolio, value $691,218.

    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 9,716 shares
    Change vs previous 13F +1,041 shares

    0.31% of the 13F portfolio, value $691,392.

    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 8,675 shares
    Change vs previous 13F +157 shares

    0.34% of the 13F portfolio, value $731,738.

    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 8,518 shares
    Change vs previous 13F +532 shares

    0.37% of the 13F portfolio, value $783,056.

    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 7,986 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $881,173.

    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).