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Passive Capital Management, LLC.: PM position timeline

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

Passive Capital Management, LLC. held 2,021 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,021 shares
    Change vs previous 13F +146 shares

    0.1% of the 13F portfolio, value $324,168.

    13F-HR 0001765380-26-000316 filed by Passive 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 1,875 shares
    Change vs previous 13F -146 shares

    0.09% of the 13F portfolio, value $310,013.

    13F-HR 0001765380-26-000213 filed by Passive 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 2,021 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $324,168.

    13F-HR 0001958250-26-000001 filed by Passive 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 2,029 shares
    Change vs previous 13F +88 shares

    0.11% of the 13F portfolio, value $329,104.

    13F-HR 0001765380-25-000467 filed by Passive 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 1,941 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $344,586.

    13F-HR 0001765380-25-000326 filed by Passive 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 1,941 shares
    Change vs previous 13F -146 shares

    0.1% of the 13F portfolio, value $308,095.

    13F-HR 0001765380-25-000185 filed by Passive 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 2,087 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $251,170.

    13F-HR 0001765380-25-000045 filed by Passive 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 2,087 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $253,362.

    13F-HR 0001214659-24-019247 filed by Passive Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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