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Disclosery

Northeast Financial Group, Inc.: PDBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Group, Inc. on PDBC, newest first. How the timeline and the estimate are built.

Northeast Financial Group, Inc. held 512,673 PDBC shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 512,673 shares
    Change vs previous 13F -20,341 shares

    2.36% of the 13F portfolio, value $8,881,702.

    13F-HR 0001172661-26-002401 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 533,014 shares
    Change vs previous 13F +32,327 shares

    1.77% of the 13F portfolio, value $7,063,267.

    13F-HR 0001172661-26-001212 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 500,687 shares
    Change vs previous 13F +181,027 shares

    1.67% of the 13F portfolio, value $6,724,511.

    13F-HR 0001172661-25-004650 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 319,660 shares
    Change vs previous 13F +34,206 shares

    1.32% of the 13F portfolio, value $4,168,377.

    13F-HR 0001172661-25-002649 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 285,454 shares
    Change vs previous 13F -4,335 shares

    1.45% of the 13F portfolio, value $3,890,752.

    13F-HR 0001172661-25-001710 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 289,789 shares
    Change vs previous 13F +26,032 shares

    1.44% of the 13F portfolio, value $3,764,375.

    13F-HR 0001172661-25-000324 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 263,757 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,542,257.

    13F-HR 0001172661-24-004497 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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