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Disclosery

Realta Investment Advisors: PM position timeline

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

Realta Investment Advisors held 6,811 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,811 shares
    Change vs previous 13F +318 shares

    0.38% of the 13F portfolio, value $1,299,589.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,493 shares
    Change vs previous 13F +4,876 shares

    0.37% of the 13F portfolio, value $1,174,609.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,617 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $267,317.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,616 shares
    Change vs previous 13F -115 shares

    0.09% of the 13F portfolio, value $259,174.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,731 shares
    Change vs previous 13F -770 shares

    0.09% of the 13F portfolio, value $280,733.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,501 shares
    Change vs previous 13F -265 shares

    0.18% of the 13F portfolio, value $455,519.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,766 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $439,118.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,796 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $341,181.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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