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Parisi Gray Wealth Management: PM position timeline

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

Parisi Gray Wealth Management held 1,565 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,565 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $283,060.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 1,585 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $262,056.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 1,568 shares
    Change vs previous 13F -59 shares

    0.06% of the 13F portfolio, value $251,506.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 1,627 shares
    Change vs previous 13F -44 shares

    0.07% of the 13F portfolio, value $263,942.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 1,671 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $304,331.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 1,680 shares
    Change vs previous 13F +1,680 shares

    0.09% of the 13F portfolio, value $266,655.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 0 shares
    Change vs previous 13F -1,656 shares

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,656 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,979.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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