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ALLIUM FINANCIAL ADVISORS, LLC: PDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLIUM FINANCIAL ADVISORS, LLC on PDI, newest first. How the timeline and the estimate are built.

ALLIUM FINANCIAL ADVISORS, LLC held 371,490 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,490 shares
    Change vs previous 13F +41,601 shares

    4.06% of the 13F portfolio, value $6,203,887.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 329,889 shares
    Change vs previous 13F +41,810 shares

    4.53% of the 13F portfolio, value $5,644,402.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL 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 ended2025-12-31
    13F 288,079 shares
    Change vs previous 13F +143,116 shares

    4.04% of the 13F portfolio, value $5,101,881.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL 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 144,963 shares
    Change vs previous 13F +33,652 shares

    2.38% of the 13F portfolio, value $2,870,265.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL 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/A 111,311 shares
    Change vs previous 13F +87,890 shares

    1.84% of the 13F portfolio, value $2,111,578.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL 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 23,421 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $463,742.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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