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Disclosery

PKS Advisory Services, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PKS Advisory Services, LLC on FDL, newest first. How the timeline and the estimate are built.

PKS Advisory Services, LLC held 25,409 FDL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,409 shares
    Change vs previous 13F -19,119 shares

    0.2% of the 13F portfolio, value $1,236,339.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 44,528 shares
    Change vs previous 13F +1,410 shares

    0.53% of the 13F portfolio, value $2,276,271.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 43,118 shares
    Change vs previous 13F -242 shares

    0.44% of the 13F portfolio, value $1,911,837.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 43,360 shares
    Change vs previous 13F -3,294 shares

    0.39% of the 13F portfolio, value $1,882,267.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 46,654 shares
    Change vs previous 13F -294 shares

    0.5% of the 13F portfolio, value $1,953,419.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 46,948 shares
    Change vs previous 13F -195 shares

    0.56% of the 13F portfolio, value $2,039,418.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 47,143 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,897,979.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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