Wellington Wealth Strategies, LLC.: PDBC position timeline

Wellington Wealth Strategies, LLC. held 44,280 PDBC shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 44,280 shares

   Change vs previous 13F +7,319 shares

   0.55% of the 13F portfolio, value $602,214.

   13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 36,961 shares

   Change vs previous 13F -20,139 shares

   0.38% of the 13F portfolio, value $504,148.

   13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 57,100 shares

   Change vs previous 13F +32,106 shares

   3.44% of the 13F portfolio, value $802,255.

   13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 24,994 shares

   Change vs previous 13F -12,333 shares

   0.16% of the 13F portfolio, value $346,667.

   13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 37,327 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $496,449.

   13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
   Filed 2024-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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