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Randall & Associates Wealth Management: PDBC position timeline

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

Randall & Associates Wealth Management held 142,805 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,805 shares
    Change vs previous 13F -22,886 shares

    1.4% of the 13F portfolio, value $2,267,744.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 165,691 shares
    Change vs previous 13F -13,809 shares

    1.93% of the 13F portfolio, value $2,869,768.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 179,500 shares
    Change vs previous 13F +349 shares

    1.65% of the 13F portfolio, value $2,378,375.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 179,151 shares
    Change vs previous 13F +20,205 shares

    1.75% of the 13F portfolio, value $2,405,998.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 158,946 shares
    Change vs previous 13F -34,951 shares

    1.59% of the 13F portfolio, value $2,072,656.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    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 193,897 shares
    Change vs previous 13F +2,070 shares

    2.18% of the 13F portfolio, value $2,642,816.

    13F-HR 0001085146-25-001977 filed by Randall & Associates Wealth Management
    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 191,827 shares
    Change vs previous 13F -10,395 shares

    2.07% of the 13F portfolio, value $2,491,833.

    13F-HR 0001085146-25-000221 filed by Randall & Associates Wealth Management
    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 202,222 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,715,841.

    13F-HR 0001085146-24-005418 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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