Legacy Wealth Partners, LLC: PDBC position timeline

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

Legacy Wealth Partners, LLC held 143,719 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 143,719 shares
Change vs previous 13F -209,781 shares
0.51% of the 13F portfolio, value $2,282,258.
13F-HR 0002066638-26-000004 filed by Legacy Wealth Partners, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 353,500 shares
Change vs previous 13F not available
1.53% of the 13F portfolio, value $6,122,620.
13F-HR 0002066638-26-000003 filed by Legacy Wealth Partners, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).