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Gladwyn Financial Advisors, Inc.: PDBC position timeline

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

Gladwyn Financial Advisors, Inc. held 186,021 PDBC shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 186,021 shares
    Change vs previous 13F -32,413 shares

    2.29% of the 13F portfolio, value $3,590,211.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 218,434 shares
    Change vs previous 13F +20,643 shares

    2.17% of the 13F portfolio, value $3,468,725.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    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 197,791 shares
    Change vs previous 13F -43,861 shares

    2.38% of the 13F portfolio, value $3,425,738.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    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 241,652 shares
    Change vs previous 13F +19,304 shares

    2.25% of the 13F portfolio, value $3,201,894.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    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 222,348 shares
    Change vs previous 13F +12,952 shares

    2.14% of the 13F portfolio, value $2,986,135.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    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 209,396 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,730,526.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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