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Disclosery

WT Wealth Management: PDBA position timeline

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

WT Wealth Management held 36,234 PDBA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,234 shares
    Change vs previous 13F -19,286 shares

    0.36% of the 13F portfolio, value $1,290,662.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 55,520 shares
    Change vs previous 13F +9,904 shares

    0.6% of the 13F portfolio, value $2,024,803.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 45,616 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,550,944.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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