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Meadowbrook Wealth Management, LLC: PDO position timeline

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

Meadowbrook Wealth Management, LLC held 37,020 PDO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,020 shares
    Change vs previous 13F -6,250 shares

    0.46% of the 13F portfolio, value $439,057.

    13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,270 shares
    Change vs previous 13F +43,270 shares

    0.62% of the 13F portfolio, value $573,760.

    13F-HR 0002090468-26-000009 filed by Meadowbrook 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -32,970 shares

    13F-HR 0002090468-26-000007 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 32,970 shares
    Change vs previous 13F +100 shares

    0.52% of the 13F portfolio, value $456,305.

    13F-HR 0002090468-26-000003 filed by Meadowbrook 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 ended2025-09-30
    13F 32,870 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $464,124.

    13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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