MJP ASSOCIATES INC /ADV: PM position timeline

MJP ASSOCIATES INC /ADV held 5,118 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,118 shares

   Change vs previous 13F -382 shares

   0.1% of the 13F portfolio, value $925,872.

   13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,500 shares

   Change vs previous 13F +249 shares

   0.11% of the 13F portfolio, value $909,336.

   13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,251 shares

   Change vs previous 13F -74 shares

   0.11% of the 13F portfolio, value $842,266.

   13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,325 shares

   Change vs previous 13F +194 shares

   0.11% of the 13F portfolio, value $863,795.

   13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,131 shares

   Change vs previous 13F +416 shares

   0.14% of the 13F portfolio, value $934,577.

   13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,715 shares

   Change vs previous 13F +99 shares

   0.14% of the 13F portfolio, value $748,456.

   13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,616 shares

   Change vs previous 13F +147 shares

   0.1% of the 13F portfolio, value $555,522.

   13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,469 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $542,548.

   13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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