WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
PBI holding history
Pitney Bowes Inc in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PBI overviewAll 13F holders of PBIFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −28,813−100.0% | Sold out | Holders |
| Q4 2024 | 28,813 | $208.6K | <0.1% | +2,514+9.6% | Added | Holders |
| Q3 2024 | 26,299 | $187.5K | <0.1% | +72+0.3% | Added | Holders |
| Q2 2024 | 26,227 | $133.2K | <0.1% | +9,477+56.6% | Added | Holders |
| Q1 2024 | 16,750 | $72.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 16,750 | $73.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 16,750 | $50.6K | <0.1% | +16,750 | New | Holders |