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Aletheian Wealth Advisors LLC: PDBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on PDBC, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 129,578 PDBC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,578 shares
    Change vs previous 13F +3,676 shares

    1% of the 13F portfolio, value $2,500,850.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,902 shares
    Change vs previous 13F -1,834 shares

    0.85% of the 13F portfolio, value $1,999,319.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth 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 127,736 shares
    Change vs previous 13F +2,869 shares

    1.08% of the 13F portfolio, value $2,212,388.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth 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 ended2025-09-30
    13F 124,867 shares
    Change vs previous 13F +3,179 shares

    0.78% of the 13F portfolio, value $1,676,967.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth 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 ended2025-06-30
    13F 121,688 shares
    Change vs previous 13F -11,085 shares

    0.78% of the 13F portfolio, value $1,586,802.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth 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 ended2025-03-31
    13F 132,773 shares
    Change vs previous 13F +4,002 shares

    1.02% of the 13F portfolio, value $1,809,686.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth 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 ended2024-12-31
    13F 128,771 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,672,725.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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