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NewEdge Advisors, LLC: PDBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on PDBC, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 59,473 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,473 shares
    Change vs previous 13F +27,250 shares

    <0.01% of the 13F portfolio, value $944,424.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 32,223 shares
    Change vs previous 13F +2,414 shares

    <0.01% of the 13F portfolio, value $558,094.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 29,809 shares
    Change vs previous 13F -1,698 shares

    <0.01% of the 13F portfolio, value $394,965.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 31,507 shares
    Change vs previous 13F -79,367 shares

    <0.01% of the 13F portfolio, value $423,132.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 110,874 shares
    Change vs previous 13F +51,248 shares

    0.01% of the 13F portfolio, value $1,445,790.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 59,626 shares
    Change vs previous 13F +36,647 shares

    <0.01% of the 13F portfolio, value $812,694.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 22,979 shares
    Change vs previous 13F +2,795 shares

    <0.01% of the 13F portfolio, value $298,497.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 20,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,077.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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