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One Capital Management, LLC: PM position timeline

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

One Capital Management, LLC held 18,205 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,205 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $3,010,034.

    13F-HR 0001606588-26-000004 filed by One Capital 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 18,205 shares
    Change vs previous 13F +241 shares

    0.08% of the 13F portfolio, value $3,010,034.

    13F-HR 0001606588-26-000003 filed by One Capital 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 17,964 shares
    Change vs previous 13F -89 shares

    0.09% of the 13F portfolio, value $2,881,444.

    13F-HR 0001606588-26-000002 filed by One Capital 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 18,053 shares
    Change vs previous 13F -52 shares

    0.09% of the 13F portfolio, value $2,928,216.

    13F-HR 0001606588-25-000009 filed by One Capital 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 18,105 shares
    Change vs previous 13F +224 shares

    0.11% of the 13F portfolio, value $3,297,485.

    13F-HR 0001606588-25-000005 filed by One Capital 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 17,881 shares
    Change vs previous 13F +2,395 shares

    0.1% of the 13F portfolio, value $2,838,270.

    13F-HR 0001606588-25-000004 filed by One Capital 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 15,486 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $1,863,740.

    13F-HR 0001606588-25-000001 filed by One Capital 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 15,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,885,099.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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