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Quotient Wealth Partners, LLC: PDS position timeline

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

Quotient Wealth Partners, LLC held 62,254 PDS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,254 shares
    Change vs previous 13F -5,000 shares

    0.11% of the 13F portfolio, value $4,772,403.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 67,254 shares
    Change vs previous 13F -11,907 shares

    0.17% of the 13F portfolio, value $6,617,808.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 79,161 shares
    Change vs previous 13F -17,396 shares

    0.15% of the 13F portfolio, value $5,690,103.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 96,557 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $5,441,953.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 96,557 shares
    Change vs previous 13F +28,093 shares

    0.13% of the 13F portfolio, value $4,561,353.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 68,464 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,191,792.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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