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WHALEROCK POINT PARTNERS, LLC: PM position timeline

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

WHALEROCK POINT PARTNERS, LLC held 11,397 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,397 shares
    Change vs previous 13F -405 shares

    0.35% of the 13F portfolio, value $2,061,831.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, 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 11,802 shares
    Change vs previous 13F +460 shares

    0.38% of the 13F portfolio, value $1,951,343.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, 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 11,342 shares
    Change vs previous 13F -34 shares

    0.35% of the 13F portfolio, value $1,819,257.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT PARTNERS, 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 11,376 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,845,187.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT PARTNERS, 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 11,376 shares
    Change vs previous 13F +110 shares

    0.45% of the 13F portfolio, value $2,071,911.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT PARTNERS, 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 11,266 shares
    Change vs previous 13F +200 shares

    0.42% of the 13F portfolio, value $1,788,252.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT PARTNERS, 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 11,066 shares
    Change vs previous 13F +200 shares

    0.31% of the 13F portfolio, value $1,331,793.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT PARTNERS, 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 10,866 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,319,132.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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