Westshore Wealth, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westshore Wealth, LLC on PM, newest first. How the timeline and the estimate are built.
Westshore Wealth, LLC held 4,241 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,241 sharesChange vs previous 13F +82 shares
0.24% of the 13F portfolio, value $767,156.
13F-HR 0001806366-26-000004 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,159 sharesChange vs previous 13F +220 shares
0.24% of the 13F portfolio, value $687,573.
13F-HR 0001806366-26-000002 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,939 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $631,742.
13F-HR 0001806366-26-000001 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,939 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $638,831.
13F-HR 0001806366-25-000002 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,939 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $717,327.
13F-HR 0001085146-25-003688 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,939 sharesChange vs previous 13F -328 shares
0.26% of the 13F portfolio, value $625,165.
13F-HR 0001085146-25-003283 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,267 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $513,478.
13F-HR 0001085146-25-003402 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,267 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $517,958.
13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).