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Disclosery

Souders Financial Advisors: PM position timeline

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

Souders Financial Advisors held 13,400 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,400 shares
    Change vs previous 13F +521 shares

    0.24% of the 13F portfolio, value $2,424,156.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 12,879 shares
    Change vs previous 13F +2,400 shares

    0.24% of the 13F portfolio, value $2,129,398.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 10,479 shares
    Change vs previous 13F +1,664 shares

    0.19% of the 13F portfolio, value $1,680,840.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,815 shares
    Change vs previous 13F +654 shares

    0.17% of the 13F portfolio, value $1,429,748.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,161 shares
    Change vs previous 13F -712 shares

    0.19% of the 13F portfolio, value $1,486,436.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,873 shares
    Change vs previous 13F +1,846 shares

    0.2% of the 13F portfolio, value $1,408,350.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 7,027 shares
    Change vs previous 13F +1,077 shares

    0.12% of the 13F portfolio, value $845,742.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,950 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $722,373.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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