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MITCHELL & PAHL PRIVATE WEALTH, LLC: FICO position timeline

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

MITCHELL & PAHL PRIVATE WEALTH, LLC held 1,018 FICO 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 1,018 shares
    Change vs previous 13F +42 shares

    0.45% of the 13F portfolio, value $1,216,292.

    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 976 shares
    Change vs previous 13F +43 shares

    0.42% of the 13F portfolio, value $1,041,927.

    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 933 shares
    Change vs previous 13F -5 shares

    0.65% of the 13F portfolio, value $1,577,347.

    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 938 shares
    Change vs previous 13F +23 shares

    0.59% of the 13F portfolio, value $1,403,755.

    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 915 shares
    Change vs previous 13F +23 shares

    0.74% of the 13F portfolio, value $1,672,597.

    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 892 shares
    Change vs previous 13F -273 shares

    0.77% of the 13F portfolio, value $1,644,984.

    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 1,165 shares
    Change vs previous 13F -2 shares

    1.08% of the 13F portfolio, value $2,319,440.

    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 1,167 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,268,096.

    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).