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OLYMPUS WEALTH MANAGEMENT, LLC: PDBC position timeline

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

OLYMPUS WEALTH MANAGEMENT, LLC held 277,415 PDBC shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 277,415 shares
    Change vs previous 13F +65,031 shares

    1.22% of the 13F portfolio, value $3,617,495.

    13F-HR 0001995674-25-000004 filed by OLYMPUS 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 ended2025-03-31
    13F 212,384 shares
    Change vs previous 13F +2,438 shares

    1.27% of the 13F portfolio, value $2,894,797.

    13F-HR 0001995674-25-000003 filed by OLYMPUS 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 ended2024-12-31
    13F 209,946 shares
    Change vs previous 13F +209,946 shares

    0.99% of the 13F portfolio, value $2,727,204.

    13F-HR 0001995674-25-000001 filed by OLYMPUS 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -66,359 shares

    13F-HR 0001995674-24-000004 filed by OLYMPUS 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.

  5. period ended2023-12-31
    13F/A 66,359 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $882,575.

    13F-HR/A 0001995674-24-000003 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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