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Flagship Private Wealth, LLC: PDI position timeline

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

Flagship Private Wealth, LLC held 158,534 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,534 shares
    Change vs previous 13F +6,618 shares

    0.94% of the 13F portfolio, value $2,647,521.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 151,916 shares
    Change vs previous 13F +10,978 shares

    1.06% of the 13F portfolio, value $2,599,277.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 140,938 shares
    Change vs previous 13F +8,322 shares

    0.98% of the 13F portfolio, value $2,496,009.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, 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 132,616 shares
    Change vs previous 13F +15,163 shares

    1.06% of the 13F portfolio, value $2,625,801.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, 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/A 117,453 shares
    Change vs previous 13F +10,731 shares

    0.95% of the 13F portfolio, value $2,228,075.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, 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 106,722 shares
    Change vs previous 13F +16,757 shares

    1.01% of the 13F portfolio, value $2,113,099.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, 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 89,965 shares
    Change vs previous 13F +8,419 shares

    0.79% of the 13F portfolio, value $1,649,960.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, 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 81,546 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,652,942.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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