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Pathway Financial Advisers, LLC: PDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathway Financial Advisers, LLC on PDT, newest first. How the timeline and the estimate are built.

Pathway Financial Advisers, LLC held 229,452 PDT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,452 shares
    Change vs previous 13F -2,293 shares

    0.75% of the 13F portfolio, value $2,971,400.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 231,745 shares
    Change vs previous 13F +2,702 shares

    0.86% of the 13F portfolio, value $3,035,859.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 229,043 shares
    Change vs previous 13F +917 shares

    0.84% of the 13F portfolio, value $2,908,846.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 228,126 shares
    Change vs previous 13F +1,947 shares

    0.89% of the 13F portfolio, value $3,042,115.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 226,179 shares
    Change vs previous 13F +5,360 shares

    0.96% of the 13F portfolio, value $2,978,783.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 220,819 shares
    Change vs previous 13F -1,390 shares

    0.99% of the 13F portfolio, value $2,888,308.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 222,209 shares
    Change vs previous 13F +1,428 shares

    0.95% of the 13F portfolio, value $2,830,933.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 220,781 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,918,722.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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