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Disclosery

KWB Wealth: PDN position timeline

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

KWB Wealth held 45,663 PDN shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,663 shares
    Change vs previous 13F -4,325 shares

    0.18% of the 13F portfolio, value $2,054,056.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 49,988 shares
    Change vs previous 13F -584 shares

    0.21% of the 13F portfolio, value $2,108,781.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 50,572 shares
    Change vs previous 13F -47 shares

    0.2% of the 13F portfolio, value $2,133,405.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 50,619 shares
    Change vs previous 13F -670 shares

    0.22% of the 13F portfolio, value $1,969,935.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 51,289 shares
    Change vs previous 13F -5,126 shares

    0.21% of the 13F portfolio, value $1,716,984.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 56,415 shares
    Change vs previous 13F -6,565 shares

    0.22% of the 13F portfolio, value $1,783,834.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 62,980 shares
    Change vs previous 13F +838 shares

    0.27% of the 13F portfolio, value $2,213,755.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 62,142 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,008,390.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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