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BROWN WEALTH MANAGEMENT, LLC: PDEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on PDEC, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 11,292 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,292 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $518,190.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH MANAGEMENT, 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 11,292 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $479,910.

    13F-HR 0001104659-26-041337 filed by BROWN WEALTH MANAGEMENT, 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 11,292 shares
    Change vs previous 13F -19,044 shares

    0.13% of the 13F portfolio, value $489,847.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, 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 30,336 shares
    Change vs previous 13F -40,399 shares

    0.36% of the 13F portfolio, value $1,274,719.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, 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 70,735 shares
    Change vs previous 13F -27 shares

    0.88% of the 13F portfolio, value $2,830,107.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, 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 70,762 shares
    Change vs previous 13F +37,176 shares

    0.91% of the 13F portfolio, value $2,660,651.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, 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 33,586 shares
    Change vs previous 13F +5,416 shares

    0.46% of the 13F portfolio, value $1,290,374.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,170 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,079,193.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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