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AtlasMark Financial, Inc: PDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AtlasMark Financial, Inc on PDI, newest first. How the timeline and the estimate are built.

AtlasMark Financial, Inc held 89,787 PDI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 89,787 shares
    Change vs previous 13F +17,648 shares

    0.62% of the 13F portfolio, value $1,259,712.

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,139 shares
    Change vs previous 13F +56,253 shares

    0.59% of the 13F portfolio, value $1,204,721.

    13F-HR 0001214659-26-010450 filed by AtlasMark Financial, Inc
    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 15,886 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $281,341.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,886 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $281,341.

    13F-HR 0001214659-26-004945 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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