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Disclosery

Clearstead Advisors, LLC: PDBC position timeline

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

Clearstead Advisors, LLC held 6,932 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,932 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $110,084.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 7,061 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $122,300.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 7,336 shares
    Change vs previous 13F -403 shares

    <0.01% of the 13F portfolio, value $97,205.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 7,739 shares
    Change vs previous 13F -2,617 shares

    <0.01% of the 13F portfolio, value $103,938.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 10,356 shares
    Change vs previous 13F -3,991 shares

    <0.01% of the 13F portfolio, value $135,046.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 14,347 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $195,553.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 14,957 shares
    Change vs previous 13F -806 shares

    <0.01% of the 13F portfolio, value $194,295.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 15,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,698.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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