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CAPTRUST FINANCIAL ADVISORS: PDN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 103,584 PDN 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 103,584 shares
    Change vs previous 13F -3,218 shares

    0.01% of the 13F portfolio, value $4,659,545.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 106,802 shares
    Change vs previous 13F +417 shares

    0.01% of the 13F portfolio, value $4,631,987.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 106,385 shares
    Change vs previous 13F -4,370 shares

    0.01% of the 13F portfolio, value $4,487,932.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 110,755 shares
    Change vs previous 13F -113 shares

    0.01% of the 13F portfolio, value $4,553,142.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 110,868 shares
    Change vs previous 13F +2,206 shares

    0.01% of the 13F portfolio, value $4,314,668.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 108,662 shares
    Change vs previous 13F +12,055 shares

    0.01% of the 13F portfolio, value $3,637,643.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 96,607 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $3,054,725.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 97,010 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,409,895.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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