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RAND WEALTH, LLC: PM position timeline

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

RAND WEALTH, LLC held 60,397 PM shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 60,397 shares
    Change vs previous 13F +272 shares

    0.55% of the 13F portfolio, value $4,925,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 60,125 shares
    Change vs previous 13F +6,669 shares

    0.54% of the 13F portfolio, value $4,855,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 53,456 shares
    Change vs previous 13F +722 shares

    0.6% of the 13F portfolio, value $5,314,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 52,734 shares
    Change vs previous 13F +4,615 shares

    0.61% of the 13F portfolio, value $5,571,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 48,119 shares
    Change vs previous 13F -133 shares

    0.62% of the 13F portfolio, value $5,342,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 48,252 shares
    Change vs previous 13F -5,804 shares

    0.77% of the 13F portfolio, value $5,667,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 54,056 shares
    Change vs previous 13F -1,620 shares

    0.73% of the 13F portfolio, value $6,103,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 55,676 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,094,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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