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Putney Financial Group LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Putney Financial Group LLC on MA, newest first. How the timeline and the estimate are built.

Putney Financial Group LLC held 5,231 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,231 shares
    Change vs previous 13F -24 shares

    2.42% of the 13F portfolio, value $2,686,642.

    13F-HR 0002056907-26-000003 filed by Putney Financial Group 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 5,255 shares
    Change vs previous 13F -246 shares

    2.65% of the 13F portfolio, value $2,625,713.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 5,501 shares
    Change vs previous 13F -182 shares

    2.94% of the 13F portfolio, value $3,140,411.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 5,683 shares
    Change vs previous 13F -69 shares

    3.21% of the 13F portfolio, value $3,232,547.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 5,752 shares
    Change vs previous 13F -267 shares

    3.26% of the 13F portfolio, value $3,232,279.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 6,019 shares
    Change vs previous 13F -98 shares

    3.47% of the 13F portfolio, value $3,299,134.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group 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 6,117 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,221,029.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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