NorthRock Partners, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthRock Partners, LLC on PM, newest first. How the timeline and the estimate are built.
NorthRock Partners, LLC held 178,201 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 178,201 sharesChange vs previous 13F +2,783 shares
0.47% of the 13F portfolio, value $32,238,324.
13F-HR 0001172661-26-003263 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 175,418 sharesChange vs previous 13F -4,801 shares
0.47% of the 13F portfolio, value $29,003,750.
13F-HR 0001172661-26-002224 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 180,219 sharesChange vs previous 13F -9,988 shares
0.49% of the 13F portfolio, value $28,880,100.
13F-HR 0001172661-26-001063 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 190,207 sharesChange vs previous 13F -2,938 shares
0.56% of the 13F portfolio, value $30,851,539.
13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 193,145 sharesChange vs previous 13F -13,481 shares
0.92% of the 13F portfolio, value $35,437,664.
13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 206,626 sharesChange vs previous 13F -4,939 shares
1.11% of the 13F portfolio, value $33,073,533.
13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 211,565 sharesChange vs previous 13F -10,596 shares
0.84% of the 13F portfolio, value $25,744,461.
13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 222,161 sharesChange vs previous 13F not available
0.9% of the 13F portfolio, value $27,267,465.
13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).