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Innova Wealth Partners: PDBC position timeline

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

Innova Wealth Partners held 254,014 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,014 shares
    Change vs previous 13F +120,865 shares

    1.67% of the 13F portfolio, value $4,033,742.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    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 133,149 shares
    Change vs previous 13F -19,846 shares

    1.1% of the 13F portfolio, value $2,306,141.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    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 152,995 shares
    Change vs previous 13F +101,778 shares

    1.02% of the 13F portfolio, value $2,027,184.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    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 51,217 shares
    Change vs previous 13F +51,217 shares

    0.37% of the 13F portfolio, value $687,844.

    13F-HR 0001888831-25-000007 filed by Innova Wealth Partners
    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 0 shares
    Change vs previous 13F -65,573 shares

    13F-HR 0001888831-25-000004 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 65,573 shares
    Change vs previous 13F -93,639 shares

    0.55% of the 13F portfolio, value $893,760.

    13F-HR 0001888831-25-000003 filed by Innova Wealth Partners
    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 159,212 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,068,164.

    13F-HR 0001888831-25-000002 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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