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Syverson Strege & Co: PM position timeline

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

Syverson Strege & Co held 3,372 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,372 shares
    Change vs previous 13F +827 shares

    0.13% of the 13F portfolio, value $610,029.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 2,545 shares
    Change vs previous 13F +104 shares

    0.1% of the 13F portfolio, value $420,790.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 2,441 shares
    Change vs previous 13F +201 shares

    0.09% of the 13F portfolio, value $391,536.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,240 shares
    Change vs previous 13F -558 shares

    0.09% of the 13F portfolio, value $363,328.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,798 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $509,587.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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