STRATEGIC WEALTH MANAGEMENT INC: PDI position timeline

STRATEGIC WEALTH MANAGEMENT INC held 200,185 PDI shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 200,185 shares

   Change vs previous 13F +4,350 shares

   2.56% of the 13F portfolio, value $5,187,000.

   13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 195,835 shares

   Change vs previous 13F +1,306 shares

   2.71% of the 13F portfolio, value $5,205,000.

   13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 194,529 shares

   Change vs previous 13F +4,735 shares

   3.02% of the 13F portfolio, value $5,604,000.

   13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 189,794 shares

   Change vs previous 13F 0 shares

   3.21% of the 13F portfolio, value $5,343,000.

   13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 189,794 shares

   Change vs previous 13F -355 shares

   3.08% of the 13F portfolio, value $5,016,000.

   13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 190,149 shares

   Change vs previous 13F +51,339 shares

   3.6% of the 13F portfolio, value $4,822,000.

   13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

7. period ended2020-06-30

   13F 138,810 shares

   Change vs previous 13F not available

   3.18% of the 13F portfolio, value $3,431,000.

   13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-08-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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