Long Island Wealth Management, Inc.: PDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Island Wealth Management, Inc. on PDEC, newest first. How the timeline and the estimate are built.
Long Island Wealth Management, Inc. held 25,724 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 25,724 sharesChange vs previous 13F 0 shares
0.49% of the 13F portfolio, value $1,180,474.
13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,724 sharesChange vs previous 13F -800 shares
0.51% of the 13F portfolio, value $1,093,270.
13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,524 sharesChange vs previous 13F 0 shares
0.54% of the 13F portfolio, value $1,150,611.
13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,524 sharesChange vs previous 13F 0 shares
0.54% of the 13F portfolio, value $1,114,538.
13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,524 sharesChange vs previous 13F 0 shares
0.55% of the 13F portfolio, value $1,061,225.
13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,524 sharesChange vs previous 13F +770 shares
0.61% of the 13F portfolio, value $997,302.
13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,754 sharesChange vs previous 13F +210 shares
0.62% of the 13F portfolio, value $989,469.
13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,544 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $978,591.
13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).