PMMF β€” ISHARES

Ownership history in WEDBUSH SECURITIES INC  Β·  3 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported ISHARES (PMMF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows PMMF at 0.02% 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.

What this PMMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in ISHARES, 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

PMMF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2025 Q2 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 WEDBUSH SECURITIES INC held PMMF β€” position size vs. price
% of Fund (quarterly)    PMMF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,716 -2,044 -23.3% 0.02% $673K 2026-02-14 (Est.) $99.75
2025 Q3 REDUCED 8,760 -2,373 -21.3% 0.03% $881K 2025-11-06 $98.73
2025 Q2 INITIATED 11,133 β€” β€” 0.04% $1.1M 2025-08-06 $97.68

🏒 Other funds also holding PMMF

As of 2026 Q1 β€” sorted by position size

Sulzberger Capital Advisors, Inc. 4.97% Hummer Financial Advisory Services Inc 3Y 1.14%

FAQ About WEDBUSH SECURITIES INC and PMMF

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

How long has WEDBUSH SECURITIES INC reported owning PMMF?

WEDBUSH SECURITIES INC reported PMMF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported PMMF position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for PMMF was 0.04% in 2025 Q2.

What is the latest reported PMMF position on this page?

The most recent filing on this page is 2025 Q4, when WEDBUSH SECURITIES INC reported 6,716 shares, equal to 0.02% of portfolio, with an estimated market value of $673K.

What does the chart on this PMMF ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly PMMF 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.

← Back to WEDBUSH SECURITIES INC Holdings