Wealth Care LLC: PDI position timeline

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

Wealth Care LLC held 249,620 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 249,620 shares
Change vs previous 13F +23,750 shares
3.38% of the 13F portfolio, value $4,168,643.
13F-HR 0002085853-26-000736 filed by Wealth Care LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 225,870 shares
Change vs previous 13F not available
3.43% of the 13F portfolio, value $3,864,633.
13F-HR 0002085853-26-000491 filed by Wealth Care LLC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).