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FIRST TRUST ADVISORS LP: PDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on PDM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 20,354 PDM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,354 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $186,239.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 19,546 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $128,417.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 20,021 shares
    Change vs previous 13F -378,493 shares

    <0.01% of the 13F portfolio, value $166,975.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 398,514 shares
    Change vs previous 13F +4,288 shares

    <0.01% of the 13F portfolio, value $3,586,626.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 394,226 shares
    Change vs previous 13F +363,102 shares

    <0.01% of the 13F portfolio, value $2,873,907.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 31,124 shares
    Change vs previous 13F -5,574 shares

    <0.01% of the 13F portfolio, value $229,383.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 36,698 shares
    Change vs previous 13F +11,941 shares

    <0.01% of the 13F portfolio, value $335,786.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,045.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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