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Disclosery

Gradient Investments LLC: PM position timeline

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

Gradient Investments LLC held 1,637 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,637 shares
    Change vs previous 13F -285 shares

    <0.01% of the 13F portfolio, value $312,372.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,922 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $347,709.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,995 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $329,853.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,140 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $343,256.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,840 shares
    Change vs previous 13F +1,539 shares

    0.01% of the 13F portfolio, value $460,648.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,301 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $236,951.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,010.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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