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Perissos Private Wealth Management, LLC: PDBA position timeline

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

Perissos Private Wealth Management, LLC held 143,089 PDBA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,089 shares
    Change vs previous 13F -13,269 shares

    3.44% of the 13F portfolio, value $5,096,830.

    13F-HR 0002023071-26-000003 filed by Perissos Private 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 ended2026-03-31
    13F 156,358 shares
    Change vs previous 13F +86,531 shares

    4.95% of the 13F portfolio, value $5,702,376.

    13F-HR 0002023071-26-000002 filed by Perissos Private 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 ended2025-12-31
    13F 69,827 shares
    Change vs previous 13F -1,327 shares

    2.05% of the 13F portfolio, value $2,374,118.

    13F-HR 0002023071-26-000001 filed by Perissos Private 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 ended2025-09-30
    13F 71,154 shares
    Change vs previous 13F +661 shares

    1.85% of the 13F portfolio, value $2,536,996.

    13F-HR 0002023071-25-000006 filed by Perissos Private 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 ended2025-06-30
    13F 70,493 shares
    Change vs previous 13F -5,529 shares

    1.94% of the 13F portfolio, value $2,458,091.

    13F-HR 0002023071-25-000004 filed by Perissos Private 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 ended2025-03-31
    13F 76,022 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,672,934.

    13F-HR 0002023071-25-000002 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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