Royal Fund Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Fund Management, LLC on PM, newest first. How the timeline and the estimate are built.
Royal Fund Management, LLC held 10,945 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 10,945 sharesChange vs previous 13F +141 shares
0.17% of the 13F portfolio, value $1,980,100.
13F-HR 0001172661-26-002681 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,804 sharesChange vs previous 13F +765 shares
0.17% of the 13F portfolio, value $1,786,945.
13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,039 sharesChange vs previous 13F +1,676 shares
0.15% of the 13F portfolio, value $1,611,016.
13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,363 sharesChange vs previous 13F -788 shares
0.16% of the 13F portfolio, value $1,357,080.
13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,151 sharesChange vs previous 13F +291 shares
0.18% of the 13F portfolio, value $1,667,356.
13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,860 sharesChange vs previous 13F +68 shares
0.17% of the 13F portfolio, value $1,408,895.
13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,792 sharesChange vs previous 13F -7,940 shares
0.12% of the 13F portfolio, value $1,060,259.
13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,732 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $2,036,368.
13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).