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NEOS Investment Management LLC: PM position timeline

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

NEOS Investment Management LLC held 254,266 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 254,266 shares
    Change vs previous 13F +25,828 shares

    0.17% of the 13F portfolio, value $45,999,261.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 228,438 shares
    Change vs previous 13F +13,891 shares

    0.19% of the 13F portfolio, value $37,769,939.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 214,547 shares
    Change vs previous 13F +20,629 shares

    0.2% of the 13F portfolio, value $34,413,339.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 193,918 shares
    Change vs previous 13F +64,808 shares

    0.24% of the 13F portfolio, value $31,453,500.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 129,110 shares
    Change vs previous 13F +26,751 shares

    0.29% of the 13F portfolio, value $23,514,805.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 102,359 shares
    Change vs previous 13F +8,875 shares

    0.31% of the 13F portfolio, value $16,247,444.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 93,484 shares
    Change vs previous 13F +22,399 shares

    0.26% of the 13F portfolio, value $11,250,799.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 71,085 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,629,719.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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