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Perissos Private Wealth Management, LLC: PDBC position timeline

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

Perissos Private Wealth Management, LLC held 192,247 PDBC 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 192,247 shares
    Change vs previous 13F -154,196 shares

    2.06% of the 13F portfolio, value $3,052,882.

    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 346,443 shares
    Change vs previous 13F +346,443 shares

    5.21% of the 13F portfolio, value $6,000,393.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -191,763 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 191,763 shares
    Change vs previous 13F +91,540 shares

    2.38% of the 13F portfolio, value $2,613,730.

    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).

  5. period ended2024-12-31
    13F 100,223 shares
    Change vs previous 13F -2,723 shares

    0.97% of the 13F portfolio, value $1,301,897.

    13F-HR 0002023071-25-000001 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).

  6. period ended2024-09-30
    13F 102,946 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,382,565.

    13F-HR 0002023071-24-000005 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).