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SIGNATUREFD, LLC: PM position timeline

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

SIGNATUREFD, LLC held 31,730 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,730 shares
    Change vs previous 13F -491 shares

    0.08% of the 13F portfolio, value $5,740,349.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 32,221 shares
    Change vs previous 13F +2,945 shares

    0.08% of the 13F portfolio, value $5,327,346.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 29,276 shares
    Change vs previous 13F +193 shares

    0.07% of the 13F portfolio, value $4,695,888.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 29,083 shares
    Change vs previous 13F -927 shares

    0.07% of the 13F portfolio, value $4,717,336.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 30,010 shares
    Change vs previous 13F +3,164 shares

    0.09% of the 13F portfolio, value $5,465,679.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 26,846 shares
    Change vs previous 13F +767 shares

    0.08% of the 13F portfolio, value $4,261,339.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 26,079 shares
    Change vs previous 13F +2,599 shares

    0.06% of the 13F portfolio, value $3,138,637.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 23,480 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,850,530.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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