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Wealthstar Advisors, LLC: PDI position timeline

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

Wealthstar Advisors, LLC held 107,025 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,025 shares
    Change vs previous 13F -1,972 shares

    0.89% of the 13F portfolio, value $1,787,314.

    13F-HR 0002085853-26-000912 filed by Wealthstar Advisors, 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 108,997 shares
    Change vs previous 13F -2,537 shares

    1.11% of the 13F portfolio, value $1,864,943.

    13F-HR 0002085853-26-000514 filed by Wealthstar Advisors, 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 111,534 shares
    Change vs previous 13F -1,532 shares

    1.08% of the 13F portfolio, value $1,975,274.

    13F-HR 0002085853-26-000148 filed by Wealthstar Advisors, 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 113,066 shares
    Change vs previous 13F +58 shares

    0.88% of the 13F portfolio, value $2,238,709.

    13F-HR 0002085853-25-000254 filed by Wealthstar Advisors, 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 113,008 shares
    Change vs previous 13F -62 shares

    0.81% of the 13F portfolio, value $2,143,767.

    13F-HR 0001667731-25-000936 filed by Wealthstar Advisors, 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 113,070 shares
    Change vs previous 13F -223 shares

    1.02% of the 13F portfolio, value $2,238,778.

    13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, 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 113,293 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,077,798.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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