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Disclosery

Waterloo Capital, L.P.: PM position timeline

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

Waterloo Capital, L.P. held 41,589 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,589 shares
    Change vs previous 13F +215 shares

    0.42% of the 13F portfolio, value $7,523,832.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 41,374 shares
    Change vs previous 13F -788 shares

    0.48% of the 13F portfolio, value $6,840,703.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, 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 ended2025-12-31
    13F 42,162 shares
    Change vs previous 13F -209 shares

    0.49% of the 13F portfolio, value $6,762,788.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, 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 ended2025-09-30
    13F 42,371 shares
    Change vs previous 13F -1,246 shares

    0.51% of the 13F portfolio, value $6,872,503.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, 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 ended2025-06-30
    13F 43,617 shares
    Change vs previous 13F +3,997 shares

    0.64% of the 13F portfolio, value $7,943,894.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, 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 ended2025-03-31
    13F 39,620 shares
    Change vs previous 13F +3,087 shares

    0.58% of the 13F portfolio, value $6,288,927.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, 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 ended2024-12-31
    13F 36,533 shares
    Change vs previous 13F +6,184 shares

    0.46% of the 13F portfolio, value $4,396,770.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, 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 ended2024-09-30
    13F 30,349 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,684,424.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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