Position in PDI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$311,037
-$792 QoQ
Shares Held
18,625
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#231
of 376 holders
Holding Since
Dec 2023
11 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, 2026MWA Asset Management holds $2,803,280 across 3 Asset Management names. PDI ranks #3 (11.1% of the industry book) .
All Filings in PDI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,037 | 18,625 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $311,829 | 18,225 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $321,879 | 18,175 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $359,865 | 18,175 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $333,872 | 17,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $342,540 | 17,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $321,867 | 17,550 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $333,745 | 16,465 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $291,837 | 15,515 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $266,298 | 13,805 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $210,553 | 11,730 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||