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Papamarkou Wellner Asset Management inc.: PM position timeline

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

Papamarkou Wellner Asset Management inc. held 44,652 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,652 shares
    Change vs previous 13F +17,834 shares

    2.8% of the 13F portfolio, value $4,465,228.

    13F-HR 0002063952-26-000003 filed by Papamarkou Wellner Asset Management 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 26,818 shares
    Change vs previous 13F +202 shares

    2.71% of the 13F portfolio, value $4,434,088.

    13F-HR 0002063952-26-000002 filed by Papamarkou Wellner Asset Management 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 26,616 shares
    Change vs previous 13F +1,344 shares

    2.57% of the 13F portfolio, value $4,269,206.

    13F-HR 0002063952-26-000001 filed by Papamarkou Wellner Asset Management 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 25,272 shares
    Change vs previous 13F -65 shares

    2.53% of the 13F portfolio, value $4,099,118.

    13F-HR 0002063952-25-000004 filed by Papamarkou Wellner Asset Management 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 25,337 shares
    Change vs previous 13F +55 shares

    3.05% of the 13F portfolio, value $4,614,628.

    13F-HR 0002063952-25-000003 filed by Papamarkou Wellner Asset Management 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 25,282 shares
    Change vs previous 13F +10 shares

    2.8% of the 13F portfolio, value $4,013,012.

    13F-HR 0002063952-25-000002 filed by Papamarkou Wellner Asset Management 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 25,272 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,041,485.

    13F-HR 0002063952-25-000001 filed by Papamarkou Wellner Asset Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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