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Parisi Gray Wealth Management: PDI position timeline

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

Parisi Gray Wealth Management held 76,006 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,006 shares
    Change vs previous 13F +1,035 shares

    0.26% of the 13F portfolio, value $1,269,294.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 74,971 shares
    Change vs previous 13F +2,514 shares

    0.31% of the 13F portfolio, value $1,282,758.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 72,457 shares
    Change vs previous 13F -1,086 shares

    0.29% of the 13F portfolio, value $1,283,211.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 73,543 shares
    Change vs previous 13F +4,543 shares

    0.38% of the 13F portfolio, value $1,456,153.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 69,000 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,308,930.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 69,000 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,366,200.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 69,000 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,265,460.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 69,000 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,398,630.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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