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Disclosery

FIRST TRUST ADVISORS LP: PSMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on PSMT, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 735,901 PSMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 735,901 shares
    Change vs previous 13F -16,714 shares

    0.08% of the 13F portfolio, value $143,750,901.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 752,615 shares
    Change vs previous 13F -19,981 shares

    0.08% of the 13F portfolio, value $113,268,557.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 772,596 shares
    Change vs previous 13F -14,939 shares

    0.07% of the 13F portfolio, value $94,774,351.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 787,535 shares
    Change vs previous 13F -17,364 shares

    0.07% of the 13F portfolio, value $95,441,366.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 804,899 shares
    Change vs previous 13F -10,855 shares

    0.07% of the 13F portfolio, value $84,546,590.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 815,754 shares
    Change vs previous 13F +774,656 shares

    0.06% of the 13F portfolio, value $71,663,988.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 41,098 shares
    Change vs previous 13F -5,394 shares

    <0.01% of the 13F portfolio, value $3,788,002.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 46,492 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,267,035.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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