Meadowbrook Wealth Management, LLC: PDI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meadowbrook Wealth Management, LLC on PDI, newest first. How the timeline and the estimate are built.
Meadowbrook Wealth Management, LLC held 107,760 PDI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 107,760 sharesChange vs previous 13F -2,810 shares
1.58% of the 13F portfolio, value $1,511,876.
13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 110,570 sharesChange vs previous 13F +110,570 shares
1.99% of the 13F portfolio, value $1,848,736.
13F-HR 0002090468-26-000009 filed by Meadowbrook Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -38,955 shares
13F-HR 0002090468-26-000007 filed by Meadowbrook Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 38,955 sharesChange vs previous 13F -2,910 shares
0.79% of the 13F portfolio, value $689,897.
13F-HR 0002090468-26-000003 filed by Meadowbrook Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,865 sharesChange vs previous 13F not available
0.86% of the 13F portfolio, value $828,919.
13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).