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Prudent Man Advisors, LLC: PM position timeline

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

Prudent Man Advisors, LLC held 21,630 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,630 shares
    Change vs previous 13F +2,137 shares

    0.89% of the 13F portfolio, value $3,913,083.

    13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 19,493 shares
    Change vs previous 13F +6,821 shares

    0.97% of the 13F portfolio, value $3,222,973.

    13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 12,672 shares
    Change vs previous 13F -204 shares

    0.74% of the 13F portfolio, value $2,032,589.

    13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 12,876 shares
    Change vs previous 13F -5,033 shares

    0.77% of the 13F portfolio, value $2,088,487.

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 17,909 shares
    Change vs previous 13F +1,393 shares

    1.04% of the 13F portfolio, value $3,261,766.

    13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 16,516 shares
    Change vs previous 13F +613 shares

    0.95% of the 13F portfolio, value $2,621,585.

    13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 15,903 shares
    Change vs previous 13F -1,401 shares

    0.7% of the 13F portfolio, value $1,913,926.

    13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 17,304 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,100,706.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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