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Orca Wealth Management, LLC: PM position timeline

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

Orca Wealth Management, LLC held 32,450 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,450 shares
    Change vs previous 13F +1,173 shares

    3.52% of the 13F portfolio, value $5,870,457.

    13F-HR 0002043765-26-000002 filed by Orca Wealth 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 31,277 shares
    Change vs previous 13F +1,970 shares

    3.68% of the 13F portfolio, value $5,171,378.

    13F-HR 0002085853-26-000478 filed by Orca Wealth 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 29,307 shares
    Change vs previous 13F +1,665 shares

    3.79% of the 13F portfolio, value $5,286,733.

    13F-HR 0002085853-26-000215 filed by Orca Wealth 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 27,642 shares
    Change vs previous 13F +94 shares

    3.4% of the 13F portfolio, value $4,483,583.

    13F-HR 0002085853-25-000270 filed by Orca Wealth 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 27,548 shares
    Change vs previous 13F +145 shares

    4.23% of the 13F portfolio, value $5,017,385.

    13F-HR 0001667731-25-000916 filed by Orca Wealth 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 27,403 shares
    Change vs previous 13F +1,230 shares

    3.89% of the 13F portfolio, value $4,349,740.

    13F-HR 0001667731-25-000609 filed by Orca Wealth 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 26,173 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,149,934.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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