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Disclosery

Revisor Wealth Management LLC: PFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Revisor Wealth Management LLC on PFM, newest first. How the timeline and the estimate are built.

Revisor Wealth Management LLC held 4,664 PFM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,664 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $258,639.

    13F-HR 0001754960-26-000579 filed by Revisor Wealth Management 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 4,664 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $238,293.

    13F-HR 0001754960-26-000321 filed by Revisor Wealth Management 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 4,664 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $245,518.

    13F-HR 0001754960-26-000125 filed by Revisor Wealth Management 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 4,664 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $237,204.

    13F-HR 0001754960-25-000658 filed by Revisor Wealth Management 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 4,664 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $227,603.

    13F-HR 0001754960-25-000376 filed by Revisor Wealth Management 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 4,664 shares
    Change vs previous 13F +4,664 shares

    0.09% of the 13F portfolio, value $213,518.

    13F-HR 0001754960-25-000257 filed by Revisor Wealth Management 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 0 shares
    Change vs previous 13F -4,664 shares

    13F-HR 0001754960-25-000149 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,664 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $217,109.

    13F-HR 0001754960-24-000554 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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