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TRUE Private Wealth Advisors: PDBC position timeline

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

TRUE Private Wealth Advisors held 14,704 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,704 shares
    Change vs previous 13F -270 shares

    0.02% of the 13F portfolio, value $233,497.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 14,974 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $259,362.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 15,491 shares
    Change vs previous 13F -1,543 shares

    0.02% of the 13F portfolio, value $205,262.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 17,034 shares
    Change vs previous 13F -1,823 shares

    0.02% of the 13F portfolio, value $228,778.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 18,857 shares
    Change vs previous 13F +4,839 shares

    0.03% of the 13F portfolio, value $245,893.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 14,018 shares
    Change vs previous 13F +2,238 shares

    0.02% of the 13F portfolio, value $191,066.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 11,780 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $153,029.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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