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ALM First Financial Advisors, LLC: PDBC position timeline

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

ALM First Financial Advisors, LLC held 0 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -535,140 shares

    13F-HR 0001950054-26-000007 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 535,140 shares
    Change vs previous 13F +72,677 shares

    1.66% of the 13F portfolio, value $9,268,625.

    13F-HR 0001950054-26-000005 filed by ALM First 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 462,463 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $6,127,635.

    13F-HR 0001950054-26-000002 filed by ALM First 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 462,463 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $6,210,878.

    13F-HR 0001950054-25-000009 filed by ALM First 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 462,463 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $6,030,518.

    13F-HR 0001950054-25-000004 filed by ALM First 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 462,463 shares
    Change vs previous 13F +23,117 shares

    1.44% of the 13F portfolio, value $6,303,371.

    13F-HR 0001950054-25-000002 filed by ALM First Financial 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 439,346 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,707,105.

    13F-HR 0001861163-25-000001 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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