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Disclosery

THEORY FINANCIAL LLC: PDBC position timeline

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

THEORY FINANCIAL LLC held 352,441 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,441 shares
    Change vs previous 13F +67,347 shares

    1.76% of the 13F portfolio, value $5,596,763.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 285,094 shares
    Change vs previous 13F +118,619 shares

    1.73% of the 13F portfolio, value $4,937,828.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 166,475 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,400,570.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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