Position in PAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$349,051
-$27,339 QoQ
Shares Held
4,250
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 86 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $16,715,455 across 4 Conglomerates names. PAM ranks #4 (2.1% of the industry book) .
All Filings in PAM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,051 | 4,250 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $376,390 | 4,253 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||