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Disclosery

RFG Advisory, LLC: PDBC position timeline

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

RFG Advisory, LLC held 27,139 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,139 shares
    Change vs previous 13F -19,449 shares

    0.01% of the 13F portfolio, value $430,964.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 46,588 shares
    Change vs previous 13F +9,875 shares

    0.01% of the 13F portfolio, value $806,909.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 36,713 shares
    Change vs previous 13F +1,520 shares

    0.01% of the 13F portfolio, value $486,454.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 35,193 shares
    Change vs previous 13F +2,966 shares

    0.01% of the 13F portfolio, value $472,646.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 32,227 shares
    Change vs previous 13F -60,113 shares

    0.01% of the 13F portfolio, value $420,244.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 92,340 shares
    Change vs previous 13F +30,091 shares

    0.03% of the 13F portfolio, value $1,258,598.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 62,249 shares
    Change vs previous 13F +6,363 shares

    0.02% of the 13F portfolio, value $808,616.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    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 55,886 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $750,550.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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