Per Stirling Capital Management, LLC.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on PM, newest first. How the timeline and the estimate are built.
Per Stirling Capital Management, LLC. held 4,340 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,340 sharesChange vs previous 13F +26 shares
0.07% of the 13F portfolio, value $785,149.
13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,314 sharesChange vs previous 13F +57 shares
0.08% of the 13F portfolio, value $713,277.
13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,257 sharesChange vs previous 13F -4 shares
0.08% of the 13F portfolio, value $682,823.
13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,261 sharesChange vs previous 13F -244 shares
0.08% of the 13F portfolio, value $691,076.
13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,505 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $820,496.
13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,505 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $715,079.
13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,505 sharesChange vs previous 13F -479 shares
0.08% of the 13F portfolio, value $542,177.
13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,984 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $605,058.
13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).