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Disclosery

Veritable, L.P.: PM position timeline

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

Veritable, L.P. held 0 PM shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -127,292 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 127,292 shares
    Change vs previous 13F -5,415 shares

    0.2% of the 13F portfolio, value $12,426,212.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 132,707 shares
    Change vs previous 13F +4,171 shares

    0.22% of the 13F portfolio, value $12,905,756.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 128,536 shares
    Change vs previous 13F -1,287 shares

    0.23% of the 13F portfolio, value $13,009,129.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 129,823 shares
    Change vs previous 13F -23,717 shares

    0.21% of the 13F portfolio, value $10,777,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 153,540 shares
    Change vs previous 13F +1,116 shares

    0.27% of the 13F portfolio, value $15,161,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 152,424 shares
    Change vs previous 13F +2,948 shares

    0.22% of the 13F portfolio, value $14,319,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 149,476 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $14,200,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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