PM PM

Ownership history in VAUGHAN & Co SECURITIES, INC.  ·  22 quarters on record

AI Ownership Summary

VAUGHAN & Co SECURITIES, INC. reported PM (PM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q2. The latest visible filing shows PM at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAUGHAN & Co SECURITIES, INC.'s position in PM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PM was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VAUGHAN & Co SECURITIES, INC. held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,830 -156 -3.1% 0.40% $775K 2026-02-14 (Est.) $185.85
2025 Q3 REDUCED 4,986 -3,462 -41.0% 0.43% $809K 2025-10-17 $155.25
2025 Q2 REDUCED 8,448 -60 -0.7% 0.88% $1.5M 2025-07-22 $160.82
2025 Q1 REDUCED 8,508 -1,150 -11.9% 0.84% $1.4M 2025-04-29 $164.43
2024 Q4 REDUCED 9,658 -297 -3.0% 0.70% $1.2M 2025-01-27 $124.86
2024 Q3 REDUCED 9,955 -102 -1.0% 0.71% $1.2M 2024-10-31 $125.64
2024 Q2 ADDED 10,057 +660 +7.0% 0.64% $1.0M 2024-07-30 $107.39
2024 Q1 REDUCED 9,397 -48 -0.5% 0.55% $861K 2024-05-01 $88.78
2023 Q4 ADDED 9,445 +78 +0.8% 0.60% $889K 2024-01-26 $82.82
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VAUGHAN & Co SECURITIES, INC. and PM

These are the practical questions this page is built to answer before you even open the full history table.

How long has VAUGHAN & Co SECURITIES, INC. reported owning PM?

VAUGHAN & Co SECURITIES, INC. reported PM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PM position in VAUGHAN & Co SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for PM was 0.88% in 2025 Q2.

What is the latest reported PM position on this page?

The most recent filing on this page is 2025 Q4, when VAUGHAN & Co SECURITIES, INC. reported 4,830 shares, equal to 0.40% of portfolio, with an estimated market value of $775K.

What does the chart on this PM ownership page compare?

The chart compares VAUGHAN & Co SECURITIES, INC.'s quarterly PM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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