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Farther Finance Advisors, LLC: PDI position timeline

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

Farther Finance Advisors, LLC held 99,056 PDI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 99,056 shares
    Change vs previous 13F -42,273 shares

    0.01% of the 13F portfolio, value $1,389,756.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,329 shares
    Change vs previous 13F -221,292 shares

    0.02% of the 13F portfolio, value $2,360,187.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 362,621 shares
    Change vs previous 13F +275,100 shares

    0.06% of the 13F portfolio, value $6,313,226.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 87,521 shares
    Change vs previous 13F -9,711 shares

    0.02% of the 13F portfolio, value $1,550,004.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 97,232 shares
    Change vs previous 13F +30,715 shares

    0.03% of the 13F portfolio, value $1,925,188.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 66,517 shares
    Change vs previous 13F +58,446 shares

    0.03% of the 13F portfolio, value $1,261,827.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 8,071 shares
    Change vs previous 13F +2,568 shares

    <0.01% of the 13F portfolio, value $159,724.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 5,503 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,921.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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