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Phil A. Younker & Associates, Ltd.: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on PM, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 0 PM shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,248 shares

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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.

  2. period ended2025-09-30
    13F 3,248 shares
    Change vs previous 13F -2,246 shares

    0.4% of the 13F portfolio, value $526,851.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,494 shares
    Change vs previous 13F -2,995 shares

    0.99% of the 13F portfolio, value $1,000,619.

    13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,489 shares
    Change vs previous 13F -94 shares

    1.33% of the 13F portfolio, value $1,347,473.

    13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,583 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,032,932.

    13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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