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Whipplewood Advisors, LLC: PML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whipplewood Advisors, LLC on PML, newest first. How the timeline and the estimate are built.

Whipplewood Advisors, LLC held 76,724 PML shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,724 shares
    Change vs previous 13F +3,591 shares

    0.39% of the 13F portfolio, value $583,870.

    13F-HR 0002052510-26-000003 filed by Whipplewood Advisors, 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 73,133 shares
    Change vs previous 13F -92 shares

    0.29% of the 13F portfolio, value $553,617.

    13F-HR 0002052510-26-000002 filed by Whipplewood Advisors, 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 73,225 shares
    Change vs previous 13F +208 shares

    0.35% of the 13F portfolio, value $552,117.

    13F-HR 0002052510-26-000001 filed by Whipplewood Advisors, 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 73,017 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $577,564.

    13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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