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TCV Trust & Wealth Management, Inc.: PM position timeline

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

TCV Trust & Wealth Management, Inc. held 68,464 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,464 shares
    Change vs previous 13F -723 shares

    0.94% of the 13F portfolio, value $12,385,822.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 69,187 shares
    Change vs previous 13F +4,792 shares

    0.96% of the 13F portfolio, value $11,439,377.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 64,395 shares
    Change vs previous 13F +4,063 shares

    0.83% of the 13F portfolio, value $10,328,957.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 60,332 shares
    Change vs previous 13F +32 shares

    0.82% of the 13F portfolio, value $9,785,850.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 60,300 shares
    Change vs previous 13F +31,073 shares

    0.96% of the 13F portfolio, value $10,982,438.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 29,227 shares
    Change vs previous 13F -739 shares

    0.43% of the 13F portfolio, value $4,639,201.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 29,966 shares
    Change vs previous 13F -763 shares

    0.33% of the 13F portfolio, value $3,606,407.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 30,729 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,730,500.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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