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Disclosery

Truvestments Capital LLC: PFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truvestments Capital LLC on PFM, newest first. How the timeline and the estimate are built.

Truvestments Capital LLC held 16,446 PFM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,446 shares
    Change vs previous 13F -604 shares

    0.14% of the 13F portfolio, value $912,008.

    13F-HR 0001750405-26-000005 filed by Truvestments Capital 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 17,050 shares
    Change vs previous 13F +412 shares

    0.16% of the 13F portfolio, value $871,112.

    13F-HR 0001750405-26-000004 filed by Truvestments Capital 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 16,638 shares
    Change vs previous 13F -113 shares

    0.16% of the 13F portfolio, value $856,917.

    13F-HR 0001750405-26-000002 filed by Truvestments Capital 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 16,751 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $849,978.

    13F-HR 0001750405-25-000009 filed by Truvestments Capital 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 16,765 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $807,583.

    13F-HR 0001750405-25-000005 filed by Truvestments Capital 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 16,736 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $766,191.

    13F-HR 0001750405-25-000004 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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