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Northstar Financial Companies, Inc.: PM position timeline

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

Northstar Financial Companies, Inc. held 1,546 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,546 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $279,771.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, Inc.
    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 1,509 shares
    Change vs previous 13F -67 shares

    0.2% of the 13F portfolio, value $249,506.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, Inc.
    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 1,576 shares
    Change vs previous 13F +88 shares

    0.2% of the 13F portfolio, value $252,795.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, Inc.
    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 1,488 shares
    Change vs previous 13F -46 shares

    0.22% of the 13F portfolio, value $241,432.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, Inc.
    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 1,534 shares
    Change vs previous 13F +31 shares

    0.29% of the 13F portfolio, value $279,400.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, Inc.
    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 1,503 shares
    Change vs previous 13F -6,449 shares

    0.26% of the 13F portfolio, value $238,611.

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, Inc.
    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 7,952 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $956,974.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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