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Disclosery

Maridea Wealth Management LLC: PDI position timeline

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

Maridea Wealth Management LLC held 45,854 PDI 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 45,854 shares
    Change vs previous 13F +20,444 shares

    0.08% of the 13F portfolio, value $765,766.

    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 25,410 shares
    Change vs previous 13F +1,835 shares

    0.06% of the 13F portfolio, value $434,765.

    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 23,575 shares
    Change vs previous 13F +92 shares

    0.06% of the 13F portfolio, value $417,514.

    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 23,483 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $423,627.

    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 23,596 shares
    Change vs previous 13F +1,000 shares

    0.12% of the 13F portfolio, value $447,626.

    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 22,596 shares
    Change vs previous 13F +2,584 shares

    0.15% of the 13F portfolio, value $447,407.

    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).

  7. period ended2024-12-31
    13F 20,012 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $367,023.

    13F-HR 0001951757-25-000242 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).