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Future Financial Wealth Managment LLC: PDI position timeline

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

Future Financial Wealth Managment LLC held 23,995 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,995 shares
    Change vs previous 13F -4,046 shares

    0.24% of the 13F portfolio, value $385,840.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 28,041 shares
    Change vs previous 13F -505 shares

    0.31% of the 13F portfolio, value $483,427.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 28,546 shares
    Change vs previous 13F -4,175 shares

    0.35% of the 13F portfolio, value $515,826.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 32,721 shares
    Change vs previous 13F +251 shares

    0.41% of the 13F portfolio, value $647,876.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment 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 32,470 shares
    Change vs previous 13F +1,163 shares

    0.42% of the 13F portfolio, value $615,956.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment 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 31,307 shares
    Change vs previous 13F +5,600 shares

    0.45% of the 13F portfolio, value $619,879.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment 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 25,707 shares
    Change vs previous 13F +84 shares

    0.34% of the 13F portfolio, value $471,466.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment 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 25,623 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $519,378.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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