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Mutual Advisors, LLC: PM position timeline

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

Mutual Advisors, LLC held 43,102 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,102 shares
    Change vs previous 13F +1,617 shares

    0.15% of the 13F portfolio, value $7,797,546.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 41,485 shares
    Change vs previous 13F +3,824 shares

    0.15% of the 13F portfolio, value $6,859,199.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 37,661 shares
    Change vs previous 13F +1,510 shares

    0.13% of the 13F portfolio, value $6,040,804.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 36,151 shares
    Change vs previous 13F -608 shares

    0.13% of the 13F portfolio, value $5,700,993.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 36,759 shares
    Change vs previous 13F -4,119 shares

    0.15% of the 13F portfolio, value $5,915,179.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 40,878 shares
    Change vs previous 13F -2,402 shares

    0.2% of the 13F portfolio, value $6,959,092.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 43,280 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $5,184,933.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 43,254 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,744,123.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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