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PHILADELPHIA TRUST CO: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILADELPHIA TRUST CO on PM, newest first. How the timeline and the estimate are built.

PHILADELPHIA TRUST CO held 30,436 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 30,436 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $5,506,000.

    13F-HR 0001110806-26-000003 filed by PHILADELPHIA TRUST CO
    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 30,436 shares
    Change vs previous 13F +708 shares

    0.36% of the 13F portfolio, value $5,032,000.

    13F-HR 0001110806-26-000002 filed by PHILADELPHIA TRUST CO
    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 29,728 shares
    Change vs previous 13F -728 shares

    0.33% of the 13F portfolio, value $4,768,000.

    13F-HR 0001110806-26-000001 filed by PHILADELPHIA TRUST CO
    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 30,456 shares
    Change vs previous 13F +1,495 shares

    0.35% of the 13F portfolio, value $4,940,000.

    13F-HR 0001110806-25-000005 filed by PHILADELPHIA TRUST CO
    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 28,961 shares
    Change vs previous 13F -2,394 shares

    0.4% of the 13F portfolio, value $5,275,000.

    13F-HR 0001110806-25-000003 filed by PHILADELPHIA TRUST CO
    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 31,355 shares
    Change vs previous 13F -807 shares

    0.43% of the 13F portfolio, value $4,977,000.

    13F-HR 0001110806-25-000002 filed by PHILADELPHIA TRUST CO
    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 32,162 shares
    Change vs previous 13F -1,081 shares

    0.28% of the 13F portfolio, value $3,871,000.

    13F-HR 0001110806-25-000001 filed by PHILADELPHIA TRUST CO
    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 33,243 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,036,000.

    13F-HR 0001110806-24-000004 filed by PHILADELPHIA TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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