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MorganRosel Wealth Management, LLC: PDI position timeline

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

MorganRosel Wealth Management, LLC held 96,943 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,943 shares
    Change vs previous 13F -6,216 shares

    0.55% of the 13F portfolio, value $1,618,948.

    13F-HR 0001986152-26-000156 filed by MorganRosel 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 103,159 shares
    Change vs previous 13F +42,276 shares

    0.7% of the 13F portfolio, value $1,765,050.

    13F-HR 0001986152-26-000063 filed by MorganRosel 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 60,883 shares
    Change vs previous 13F -93,005 shares

    0.27% of the 13F portfolio, value $1,078,238.

    13F-HR 0001986152-26-000032 filed by MorganRosel 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 153,888 shares
    Change vs previous 13F +35,639 shares

    0.79% of the 13F portfolio, value $3,046,982.

    13F-HR 0001753218-25-000002 filed by MorganRosel 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 118,249 shares
    Change vs previous 13F -4,760 shares

    0.61% of the 13F portfolio, value $2,243,184.

    13F-HR 0001986152-25-000055 filed by MorganRosel 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 123,009 shares
    Change vs previous 13F +27,166 shares

    0.74% of the 13F portfolio, value $2,435,578.

    13F-HR 0001986152-25-000035 filed by MorganRosel 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 95,843 shares
    Change vs previous 13F +7,077 shares

    0.58% of the 13F portfolio, value $1,757,761.

    13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 88,766 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,799,287.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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