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Disclosery

WRAPMANAGER INC: PM position timeline

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

WRAPMANAGER INC held 5,484 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,484 shares
    Change vs previous 13F +350 shares

    0.31% of the 13F portfolio, value $992,171.

    13F-HR 0001266014-26-000003 filed by WRAPMANAGER INC
    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 5,134 shares
    Change vs previous 13F -170 shares

    0.29% of the 13F portfolio, value $848,910.

    13F-HR 0001266014-26-000002 filed by WRAPMANAGER INC
    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 5,304 shares
    Change vs previous 13F -712 shares

    0.29% of the 13F portfolio, value $850,815.

    13F-HR 0001266014-26-000001 filed by WRAPMANAGER INC
    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 6,016 shares
    Change vs previous 13F -2,048 shares

    0.3% of the 13F portfolio, value $975,849.

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER INC
    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 8,064 shares
    Change vs previous 13F -3,157 shares

    0.36% of the 13F portfolio, value $1,468,817.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
    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 11,221 shares
    Change vs previous 13F -1,179 shares

    0.47% of the 13F portfolio, value $1,781,215.

    13F-HR 0001085146-25-002783 filed by WRAPMANAGER INC
    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 12,400 shares
    Change vs previous 13F -1,578 shares

    0.38% of the 13F portfolio, value $1,492,420.

    13F-HR 0001085146-25-000753 filed by WRAPMANAGER INC
    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 13,978 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,697,010.

    13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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