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Wagner Wealth Management, LLC: PM position timeline

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

Wagner Wealth Management, LLC held 7,581 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 7,581 shares
    Change vs previous 13F +109 shares

    0.25% of the 13F portfolio, value $1,371,487.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 7,472 shares
    Change vs previous 13F +326 shares

    0.25% of the 13F portfolio, value $1,235,340.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 7,146 shares
    Change vs previous 13F +691 shares

    0.24% of the 13F portfolio, value $1,146,159.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 6,455 shares
    Change vs previous 13F -169 shares

    0.24% of the 13F portfolio, value $1,047,002.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 6,624 shares
    Change vs previous 13F +165 shares

    0.28% of the 13F portfolio, value $1,206,442.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 6,459 shares
    Change vs previous 13F +67 shares

    0.26% of the 13F portfolio, value $1,025,162.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
    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 6,392 shares
    Change vs previous 13F +377 shares

    0.2% of the 13F portfolio, value $769,237.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
    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 6,015 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $730,278.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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