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VestGen Investment Management: PM position timeline

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

VestGen Investment Management held 3,921 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,921 shares
    Change vs previous 13F -151 shares

    0.38% of the 13F portfolio, value $709,348.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 4,072 shares
    Change vs previous 13F +297 shares

    0.37% of the 13F portfolio, value $673,285.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 3,775 shares
    Change vs previous 13F -2,978 shares

    0.34% of the 13F portfolio, value $605,529.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 6,753 shares
    Change vs previous 13F +635 shares

    0.66% of the 13F portfolio, value $1,095,337.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 6,118 shares
    Change vs previous 13F +170 shares

    0.8% of the 13F portfolio, value $1,114,271.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 5,948 shares
    Change vs previous 13F -441 shares

    0.71% of the 13F portfolio, value $944,126.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 6,389 shares
    Change vs previous 13F +535 shares

    0.21% of the 13F portfolio, value $768,916.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 5,854 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $710,676.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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