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WINTRUST INVESTMENTS LLC: PDBC position timeline

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

WINTRUST INVESTMENTS LLC held 19,682 PDBC shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 19,682 shares
    Change vs previous 13F +1,875 shares

    0.22% of the 13F portfolio, value $255,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 17,807 shares
    Change vs previous 13F -154,828 shares

    0.18% of the 13F portfolio, value $239,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 172,635 shares
    Change vs previous 13F -5,778 shares

    0.2% of the 13F portfolio, value $2,426,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 178,413 shares
    Change vs previous 13F -51,455 shares

    0.22% of the 13F portfolio, value $2,475,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 229,868 shares
    Change vs previous 13F +1,338 shares

    0.3% of the 13F portfolio, value $3,057,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 228,530 shares
    Change vs previous 13F +1,452 shares

    0.36% of the 13F portfolio, value $3,417,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 227,078 shares
    Change vs previous 13F +17,087 shares

    0.31% of the 13F portfolio, value $3,089,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 209,991 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,986,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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