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Disclosery

Wallace Advisory Group, LLC: PM position timeline

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

Wallace Advisory Group, LLC held 3,202 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,202 shares
    Change vs previous 13F -806 shares

    0.54% of the 13F portfolio, value $579,274.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 4,008 shares
    Change vs previous 13F +274 shares

    0.71% of the 13F portfolio, value $662,683.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 3,734 shares
    Change vs previous 13F -2,991 shares

    0.63% of the 13F portfolio, value $598,933.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 6,725 shares
    Change vs previous 13F -1,773 shares

    0.98% of the 13F portfolio, value $1,224,824.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 8,498 shares
    Change vs previous 13F -1,302 shares

    0.98% of the 13F portfolio, value $1,348,888.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 9,800 shares
    Change vs previous 13F -40 shares

    0.82% of the 13F portfolio, value $1,179,430.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 9,840 shares
    Change vs previous 13F -1,368 shares

    0.83% of the 13F portfolio, value $1,194,576.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 11,208 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,135,707.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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