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STEPH & CO: PM position timeline

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

STEPH & CO held 5,298 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,298 shares
    Change vs previous 13F +75 shares

    0.26% of the 13F portfolio, value $1,010,964.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,223 shares
    Change vs previous 13F +522 shares

    0.24% of the 13F portfolio, value $944,893.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,701 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $777,263.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,686 shares
    Change vs previous 13F -731 shares

    0.22% of the 13F portfolio, value $751,634.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,417 shares
    Change vs previous 13F -550 shares

    0.27% of the 13F portfolio, value $878,637.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,967 shares
    Change vs previous 13F -455 shares

    0.35% of the 13F portfolio, value $1,086,770.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,422 shares
    Change vs previous 13F -2,045 shares

    0.37% of the 13F portfolio, value $1,019,364.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,467 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,019,003.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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