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Wagner Wealth Management, LLC: PDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on PDI, newest first. How the timeline and the estimate are built.

Wagner Wealth Management, LLC held 374,835 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,835 shares
    Change vs previous 13F +4,489 shares

    1.16% of the 13F portfolio, value $6,259,737.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 370,346 shares
    Change vs previous 13F +3,614 shares

    1.28% of the 13F portfolio, value $6,336,624.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 366,732 shares
    Change vs previous 13F -16,816 shares

    1.38% of the 13F portfolio, value $6,494,828.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 383,548 shares
    Change vs previous 13F -12,615 shares

    1.76% of the 13F portfolio, value $7,594,245.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 396,163 shares
    Change vs previous 13F +29,424 shares

    1.71% of the 13F portfolio, value $7,515,205.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 366,739 shares
    Change vs previous 13F -209,395 shares

    1.81% of the 13F portfolio, value $7,261,432.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 576,134 shares
    Change vs previous 13F -28,880 shares

    2.73% of the 13F portfolio, value $10,566,294.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 605,014 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $12,263,630.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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