Skip to content
Disclosery

Flatrock Wealth Partners LLC: PDI position timeline

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

Flatrock Wealth Partners LLC held 10,760 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,760 shares
    Change vs previous 13F -5,425 shares

    0.07% of the 13F portfolio, value $182,065.

    13F-HR 0001951757-26-001263 filed by Flatrock Wealth Partners 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 16,185 shares
    Change vs previous 13F -113 shares

    0.13% of the 13F portfolio, value $280,494.

    13F-HR 0001951757-26-000752 filed by Flatrock Wealth Partners 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/A 16,298 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $292,206.

    13F-HR/A 0001951757-26-000907 filed by Flatrock Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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