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LFA - Lugano Financial Advisors SA: PDBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on PDBC, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 2,610 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,610 shares
    Change vs previous 13F -44,958 shares

    0.02% of the 13F portfolio, value $41,447.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 47,568 shares
    Change vs previous 13F +2,003 shares

    0.42% of the 13F portfolio, value $823,878.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 45,565 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $603,736.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 45,565 shares
    Change vs previous 13F -61,531 shares

    0.32% of the 13F portfolio, value $611,938.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 107,096 shares
    Change vs previous 13F -2,189 shares

    0.83% of the 13F portfolio, value $1,396,532.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 109,285 shares
    Change vs previous 13F -206,449 shares

    1.01% of the 13F portfolio, value $1,489,555.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 315,734 shares
    Change vs previous 13F -1,731 shares

    2.68% of the 13F portfolio, value $4,101,385.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 317,465 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $4,263,555.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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