Morse Asset Management, Inc: PDI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morse Asset Management, Inc on PDI, newest first. How the timeline and the estimate are built.
Morse Asset Management, Inc held 190,532 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 190,532 sharesChange vs previous 13F -10,380 shares
0.53% of the 13F portfolio, value $3,181,877.
13F-HR 0001705711-26-000006 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 200,912 sharesChange vs previous 13F +6,340 shares
0.71% of the 13F portfolio, value $3,437,606.
13F-HR 0001705711-26-000004 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 194,572 sharesChange vs previous 13F +1,550 shares
0.69% of the 13F portfolio, value $3,445,861.
13F-HR 0001705711-26-000002 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 193,022 sharesChange vs previous 13F +6,879 shares
0.76% of the 13F portfolio, value $3,821,842.
13F-HR 0001705711-25-000009 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 186,143 sharesChange vs previous 13F +45,037 shares
0.77% of the 13F portfolio, value $3,531,141.
13F-HR 0001705711-25-000006 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 141,106 sharesChange vs previous 13F +11,194 shares
0.71% of the 13F portfolio, value $2,793,897.
13F-HR 0001705711-25-000004 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 129,912 sharesChange vs previous 13F +39,765 shares
0.55% of the 13F portfolio, value $2,382,588.
13F-HR 0001705711-25-000002 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 90,147 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $1,827,281.
13F-HR/A 0001705711-24-000010 filed by Morse Asset Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).