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Certified Advisory Corp: PDI position timeline

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

Certified Advisory Corp held 31,029 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,029 shares
    Change vs previous 13F +324 shares

    0.04% of the 13F portfolio, value $518,190.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 30,705 shares
    Change vs previous 13F +650 shares

    0.05% of the 13F portfolio, value $525,357.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 30,055 shares
    Change vs previous 13F -1,475 shares

    0.05% of the 13F portfolio, value $532,280.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 31,530 shares
    Change vs previous 13F +747 shares

    0.06% of the 13F portfolio, value $624,291.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 30,783 shares
    Change vs previous 13F +957 shares

    0.06% of the 13F portfolio, value $583,952.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 29,826 shares
    Change vs previous 13F +593 shares

    0.07% of the 13F portfolio, value $590,556.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 29,233 shares
    Change vs previous 13F -1,171 shares

    0.06% of the 13F portfolio, value $536,140.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 30,404 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $616,280.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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