Wedmont Private Capital: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on PM, newest first. How the timeline and the estimate are built.
Wedmont Private Capital held 43,095 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 43,095 sharesChange vs previous 13F +6,550 shares
0.21% of the 13F portfolio, value $8,640,583.
13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
Accepted , ingested - period ended2026-06-3013F 36,545 sharesChange vs previous 13F +4,547 shares
0.18% of the 13F portfolio, value $6,637,370.
13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,998 sharesChange vs previous 13F +198 shares
0.17% of the 13F portfolio, value $5,149,753.
13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,800 sharesChange vs previous 13F +1,297 shares
0.17% of the 13F portfolio, value $4,933,736.
13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,503 sharesChange vs previous 13F -6,988 shares
0.18% of the 13F portfolio, value $4,714,192.
13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,491 sharesChange vs previous 13F +8,761 shares
0.28% of the 13F portfolio, value $6,672,653.
13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,730 sharesChange vs previous 13F +2,382 shares
0.23% of the 13F portfolio, value $4,421,264.
13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,348 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $3,086,701.
13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).