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IFP Advisors, Inc: PDBC position timeline

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

IFP Advisors, Inc held 78,635 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,635 shares
    Change vs previous 13F -31,682 shares

    0.02% of the 13F portfolio, value $1,248,724.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 110,317 shares
    Change vs previous 13F +79,339 shares

    0.04% of the 13F portfolio, value $1,910,690.

    13F-HR 0001641866-26-000003 filed by IFP 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 ended2025-12-31
    13F 30,978 shares
    Change vs previous 13F -29,696 shares

    0.01% of the 13F portfolio, value $410,458.

    13F-HR 0001641866-26-000001 filed by IFP 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 ended2025-09-30
    13F/A 60,674 shares
    Change vs previous 13F -33,389 shares

    0.02% of the 13F portfolio, value $814,852.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 ended2025-06-30
    13F 94,063 shares
    Change vs previous 13F +22,407 shares

    0.03% of the 13F portfolio, value $1,226,575.

    13F-HR 0001641866-25-000009 filed by IFP 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 ended2025-03-31
    13F 71,656 shares
    Change vs previous 13F +61,525 shares

    0.03% of the 13F portfolio, value $976,661.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 10,131 shares
    Change vs previous 13F -40,695 shares

    <0.01% of the 13F portfolio, value $131,595.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 50,826 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $682,591.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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