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Disclosery

SP Asset Management LLC: PM position timeline

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

SP Asset Management LLC held 71,068 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,068 shares
    Change vs previous 13F +602 shares

    1.03% of the 13F portfolio, value $12,856,927.

    13F-HR 0001962086-26-000005 filed by SP Asset 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 70,466 shares
    Change vs previous 13F +667 shares

    1.03% of the 13F portfolio, value $11,650,876.

    13F-HR 0001962086-26-000004 filed by SP Asset 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 69,799 shares
    Change vs previous 13F +523 shares

    0.89% of the 13F portfolio, value $11,195,735.

    13F-HR 0001962086-26-000001 filed by SP Asset 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 69,276 shares
    Change vs previous 13F +324 shares

    0.89% of the 13F portfolio, value $11,236,594.

    13F-HR 0001962086-25-000007 filed by SP Asset 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 68,952 shares
    Change vs previous 13F +1,502 shares

    1.04% of the 13F portfolio, value $12,558,145.

    13F-HR 0001962086-25-000004 filed by SP Asset 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 67,450 shares
    Change vs previous 13F -552 shares

    0.94% of the 13F portfolio, value $10,706,281.

    13F-HR 0001962086-25-000003 filed by SP Asset 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 68,002 shares
    Change vs previous 13F -1,251 shares

    0.69% of the 13F portfolio, value $8,184,084.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 69,253 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,407,281.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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