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PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: PDBC position timeline

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

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 168,707 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,707 shares
    Change vs previous 13F +9,187 shares

    0.32% of the 13F portfolio, value $2,679,060.

    13F-HR 0001765380-26-000275 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 159,520 shares
    Change vs previous 13F -4,832 shares

    0.36% of the 13F portfolio, value $2,762,879.

    13F-HR 0001765380-26-000142 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 164,352 shares
    Change vs previous 13F -3,938 shares

    0.29% of the 13F portfolio, value $2,177,658.

    13F-HR 0001765380-26-000088 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 168,290 shares
    Change vs previous 13F -7,070 shares

    0.3% of the 13F portfolio, value $2,260,133.

    13F-HR 0001765380-25-000460 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 175,360 shares
    Change vs previous 13F -6,374 shares

    0.31% of the 13F portfolio, value $2,286,689.

    13F-HR 0001765380-25-000324 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 181,734 shares
    Change vs previous 13F +9,201 shares

    0.36% of the 13F portfolio, value $2,477,029.

    13F-HR 0001765380-25-000156 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 172,533 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,241,198.

    13F-HR 0001765380-25-000132 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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