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Opes Wealth Management LLC: PDN position timeline

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

Opes Wealth Management LLC held 194,811 PDN shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 194,811 shares
    Change vs previous 13F -3,000 shares

    1.44% of the 13F portfolio, value $8,448,953.

    13F-HR 0001766918-26-000002 filed by Opes 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 ended2025-12-31
    13F 197,811 shares
    Change vs previous 13F -265 shares

    1.42% of the 13F portfolio, value $8,344,815.

    13F-HR 0001766918-26-000001 filed by Opes 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 ended2025-09-30
    13F 198,076 shares
    Change vs previous 13F -1,565 shares

    1.43% of the 13F portfolio, value $8,142,904.

    13F-HR 0001766918-25-000003 filed by Opes 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 ended2025-06-30
    13F 199,641 shares
    Change vs previous 13F -40 shares

    1.38% of the 13F portfolio, value $7,769,449.

    13F-HR 0001085146-25-004343 filed by Opes 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 ended2025-03-31
    13F 199,681 shares
    Change vs previous 13F -4,135 shares

    1.35% of the 13F portfolio, value $6,684,661.

    13F-HR 0001085146-25-002635 filed by Opes 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 ended2024-12-31
    13F 203,816 shares
    Change vs previous 13F +1,392 shares

    1.32% of the 13F portfolio, value $6,444,662.

    13F-HR 0001085146-25-000651 filed by Opes 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 ended2024-09-30
    13F 202,424 shares
    Change vs previous 13F -1,480 shares

    1.37% of the 13F portfolio, value $7,115,204.

    13F-HR 0001085146-24-005217 filed by Opes 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 ended2024-06-30
    13F 203,904 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,590,096.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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