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GM Advisory Group, LLC: PDBC position timeline

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

GM Advisory Group, LLC held 2,385,149 PDBC shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,385,149 shares
    Change vs previous 13F +40,591 shares

    1.59% of the 13F portfolio, value $41,310,779.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,344,558 shares
    Change vs previous 13F +88,452 shares

    1.22% of the 13F portfolio, value $31,065,389.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,256,106 shares
    Change vs previous 13F -26,049 shares

    1.29% of the 13F portfolio, value $30,299,499.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,282,155 shares
    Change vs previous 13F +16,863 shares

    1.47% of the 13F portfolio, value $29,759,304.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,265,292 shares
    Change vs previous 13F +109,888 shares

    1.67% of the 13F portfolio, value $30,875,933.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,155,404 shares
    Change vs previous 13F -59,526 shares

    1.55% of the 13F portfolio, value $27,998,702.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,214,930 shares
    Change vs previous 13F -4,623 shares

    1.78% of the 13F portfolio, value $29,746,511.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,219,553 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $31,184,727.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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