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Disclosery

M Wealth Management, LLC: PDBC position timeline

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

M Wealth Management, LLC held 269,421 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,421 shares
    Change vs previous 13F -341 shares

    3.36% of the 13F portfolio, value $4,278,399.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, LLC
    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 269,762 shares
    Change vs previous 13F +12,000 shares

    3.93% of the 13F portfolio, value $4,672,271.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, LLC
    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 257,762 shares
    Change vs previous 13F +4,574 shares

    2.97% of the 13F portfolio, value $3,415,341.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, LLC
    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 253,188 shares
    Change vs previous 13F -3,990 shares

    2.99% of the 13F portfolio, value $3,400,320.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, LLC
    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 257,178 shares
    Change vs previous 13F +902 shares

    3.09% of the 13F portfolio, value $3,353,606.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, LLC
    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 256,276 shares
    Change vs previous 13F -2,832 shares

    3.25% of the 13F portfolio, value $3,493,047.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, LLC
    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 259,108 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $3,365,818.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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