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FSC Wealth Advisors, LLC: PDBC position timeline

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

FSC Wealth Advisors, LLC held 32,326 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,326 shares
    Change vs previous 13F -3,907 shares

    100% of the 13F portfolio, value $513,337.

    13F-HR 0001925685-26-000004 filed by FSC Wealth 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 36,233 shares
    Change vs previous 13F +25,968 shares

    11.98% of the 13F portfolio, value $627,557.

    13F-HR 0001925685-26-000003 filed by FSC Wealth 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 10,265 shares
    Change vs previous 13F -134,323 shares

    0.22% of the 13F portfolio, value $136,012.

    13F-HR 0001925685-26-000001 filed by FSC Wealth 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 144,588 shares
    Change vs previous 13F +98,745 shares

    1.12% of the 13F portfolio, value $1,941,822.

    13F-HR 0001925685-25-000008 filed by FSC Wealth 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/A 45,843 shares
    Change vs previous 13F -38,138 shares

    0.38% of the 13F portfolio, value $597,798.

    13F-HR/A 0001925685-25-000007 filed by FSC Wealth 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 83,981 shares
    Change vs previous 13F +50,582 shares

    0.75% of the 13F portfolio, value $1,144,667.

    13F-HR 0001925685-25-000003 filed by FSC Wealth 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 33,399 shares
    Change vs previous 13F -18,737 shares

    0.28% of the 13F portfolio, value $433,859.

    13F-HR 0001925685-25-000001 filed by FSC Wealth 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 52,136 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $700,187.

    13F-HR 0001925685-24-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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