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PATRICK M SWEENEY & ASSOCIATES, INC: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on PFF, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 13,062 PFF 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 13,062 shares
    Change vs previous 13F +352 shares

    0.23% of the 13F portfolio, value $398,266.

    13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 12,710 shares
    Change vs previous 13F +153 shares

    0.25% of the 13F portfolio, value $385,368.

    13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 12,557 shares
    Change vs previous 13F +335 shares

    0.24% of the 13F portfolio, value $388,750.

    13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, 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 12,222 shares
    Change vs previous 13F +436 shares

    0.25% of the 13F portfolio, value $386,455.

    13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, 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 11,786 shares
    Change vs previous 13F +881 shares

    0.25% of the 13F portfolio, value $365,477.

    13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 10,905 shares
    Change vs previous 13F -2,895 shares

    0.25% of the 13F portfolio, value $335,111.

    13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 13,800 shares
    Change vs previous 13F +615 shares

    0.33% of the 13F portfolio, value $433,872.

    13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 13,185 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $438,138.

    13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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