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Disclosery

MOTCO: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTCO on PM, newest first. How the timeline and the estimate are built.

MOTCO held 1,065 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,065 shares
    Change vs previous 13F +104 shares

    0.02% of the 13F portfolio, value $192,669.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 961 shares
    Change vs previous 13F -788 shares

    0.01% of the 13F portfolio, value $158,892.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 1,749 shares
    Change vs previous 13F +306 shares

    0.03% of the 13F portfolio, value $280,540.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 1,443 shares
    Change vs previous 13F +788 shares

    0.02% of the 13F portfolio, value $234,055.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 655 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $107,453.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 675 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $107,143.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 655 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $78,829.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 702 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $85,223.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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