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Maridea Wealth Management LLC: PDBC position timeline

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

Maridea Wealth Management LLC held 94,289 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,289 shares
    Change vs previous 13F -157,242 shares

    0.16% of the 13F portfolio, value $1,497,306.

    13F-HR 0001951757-26-001115 filed by Maridea 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 251,531 shares
    Change vs previous 13F +115,157 shares

    0.64% of the 13F portfolio, value $4,356,514.

    13F-HR 0001951757-26-000680 filed by Maridea 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 136,374 shares
    Change vs previous 13F +43,701 shares

    0.27% of the 13F portfolio, value $1,806,955.

    13F-HR 0001951757-26-000036 filed by Maridea 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 92,673 shares
    Change vs previous 13F +61,563 shares

    0.19% of the 13F portfolio, value $1,234,404.

    13F-HR 0001951757-25-001342 filed by Maridea 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 31,110 shares
    Change vs previous 13F -38,335 shares

    0.11% of the 13F portfolio, value $405,674.

    13F-HR 0001951757-25-000866 filed by Maridea 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 69,445 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $946,535.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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