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Richard W. Paul & Associates, LLC: PM position timeline

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

Richard W. Paul & Associates, LLC held 11,147 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,147 shares
    Change vs previous 13F +109 shares

    0.62% of the 13F portfolio, value $2,016,581.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 11,038 shares
    Change vs previous 13F +1,566 shares

    0.61% of the 13F portfolio, value $1,825,009.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 9,472 shares
    Change vs previous 13F +1,498 shares

    0.5% of the 13F portfolio, value $1,519,263.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 7,974 shares
    Change vs previous 13F +562 shares

    0.44% of the 13F portfolio, value $1,293,339.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 7,412 shares
    Change vs previous 13F -2,525 shares

    0.49% of the 13F portfolio, value $1,349,869.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 9,937 shares
    Change vs previous 13F -424 shares

    0.62% of the 13F portfolio, value $1,577,246.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 10,361 shares
    Change vs previous 13F -414 shares

    0.45% of the 13F portfolio, value $1,246,965.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 10,775 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,308,137.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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