SARD WEALTH MANAGEMENT GROUP, LLC: PDBC position timeline

SARD WEALTH MANAGEMENT GROUP, LLC held 0 PDBC shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -16,065 shares

   13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT GROUP, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 16,065 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $209,485.

   13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT GROUP, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 16,065 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $218,964.

   13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT GROUP, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 16,065 shares

   Change vs previous 13F -4,247 shares

   0.14% of the 13F portfolio, value $208,682.

   13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT GROUP, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 20,312 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $272,790.

   13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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