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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: PM position timeline

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 9,854 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,854 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $1,880,338.

    13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,485 shares
    Change vs previous 13F +123 shares

    0.03% of the 13F portfolio, value $1,896,934.

    13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2026-03-31
    13F 10,362 shares
    Change vs previous 13F +912 shares

    0.03% of the 13F portfolio, value $1,713,243.

    13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2025-12-31
    13F 9,450 shares
    Change vs previous 13F -1,281 shares

    0.03% of the 13F portfolio, value $1,515,786.

    13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS 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 10,731 shares
    Change vs previous 13F +69 shares

    0.04% of the 13F portfolio, value $1,740,617.

    13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS 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 10,662 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $1,941,880.

    13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS 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 10,493 shares
    Change vs previous 13F -416 shares

    0.04% of the 13F portfolio, value $1,665,476.

    13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,909 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,312,948.

    13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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