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Investmark Advisory Group LLC: PDI position timeline

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

Investmark Advisory Group LLC held 14,160 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,160 shares
    Change vs previous 13F +106 shares

    0.09% of the 13F portfolio, value $236,469.

    13F-HR 0001172661-26-003182 filed by Investmark 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 ended2026-03-31
    13F 14,054 shares
    Change vs previous 13F +95 shares

    0.1% of the 13F portfolio, value $240,481.

    13F-HR 0001172661-26-002249 filed by Investmark 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 ended2025-12-31
    13F 13,959 shares
    Change vs previous 13F -1,101 shares

    0.11% of the 13F portfolio, value $247,214.

    13F-HR 0001172661-26-000347 filed by Investmark 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 ended2025-09-30
    13F 15,060 shares
    Change vs previous 13F +83 shares

    0.13% of the 13F portfolio, value $298,203.

    13F-HR 0001172661-25-004399 filed by Investmark 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 ended2025-06-30
    13F 14,977 shares
    Change vs previous 13F -5,391 shares

    0.13% of the 13F portfolio, value $284,118.

    13F-HR 0001172661-25-003439 filed by Investmark 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 ended2025-03-31
    13F 20,368 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $403,298.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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