Position in PDI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$182,313
+$81,443 QoQ
Shares Held
10,917
+98.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 375 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Synergy Asset Management, LLC holds $2,137,666 across 5 Asset Management names. PDI ranks #5 (8.5% of the industry book) .
All Filings in PDI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,313 | 10,917 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $100,870 | 5,500 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||