Skip to content
Disclosery

SWP Investment Management LLC: PM position timeline

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

SWP Investment Management LLC held 22,755 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,755 shares
    Change vs previous 13F +860 shares

    2.84% of the 13F portfolio, value $4,116,607.

    13F-HR 0002098300-26-000008 filed by SWP Investment 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 21,895 shares
    Change vs previous 13F +430 shares

    2.7% of the 13F portfolio, value $3,620,119.

    13F-HR 0002098300-26-000005 filed by SWP Investment 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 21,465 shares
    Change vs previous 13F +5,547 shares

    2.5% of the 13F portfolio, value $3,442,986.

    13F-HR 0002098300-26-000004 filed by SWP Investment 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 15,918 shares
    Change vs previous 13F +1,413 shares

    2.54% of the 13F portfolio, value $2,581,900.

    13F-HR 0002098300-26-000003 filed by SWP Investment 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 14,505 shares
    Change vs previous 13F +143 shares

    3.13% of the 13F portfolio, value $2,641,796.

    13F-HR 0002098300-26-000007 filed by SWP Investment 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 14,362 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $2,279,680.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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