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Kovack Advisors, Inc.: PDI position timeline

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

Kovack Advisors, Inc. held 125,119 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,119 shares
    Change vs previous 13F +2,809 shares

    0.1% of the 13F portfolio, value $2,090,276.

    13F-HR 0001728321-26-000004 filed by Kovack 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 122,310 shares
    Change vs previous 13F +51,505 shares

    0.11% of the 13F portfolio, value $2,105,862.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 70,805 shares
    Change vs previous 13F +47,366 shares

    0.06% of the 13F portfolio, value $1,253,964.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 23,439 shares
    Change vs previous 13F -19,633 shares

    0.04% of the 13F portfolio, value $464,092.

    13F-HR 0001728321-25-000005 filed by Kovack 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 43,072 shares
    Change vs previous 13F +11,193 shares

    0.08% of the 13F portfolio, value $817,076.

    13F-HR 0001085146-25-004483 filed by Kovack 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 31,879 shares
    Change vs previous 13F +8,509 shares

    0.07% of the 13F portfolio, value $631,204.

    13F-HR 0001085146-25-002653 filed by Kovack 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 23,370 shares
    Change vs previous 13F +5,150 shares

    0.04% of the 13F portfolio, value $428,606.

    13F-HR 0001085146-25-000776 filed by Kovack 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 18,220 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $369,319.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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