BEESE FULMER INVESTMENT MANAGEMENT, INC.
Holdings in PDLB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $662,747 | 40,535 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $608,168 | 41,372 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $621,762 | 44,925 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $577,207 | 45,557 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $592,241 | 45,557 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $532,561 | 45,557 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $416,390 | 45,557 | Shares | Sole | 2024-07-03 |
| 2024-03-31 | $431,525 | 48,486 | Shares | Sole | 2024-04-08 |
| 2023-12-31 | $477,986 | 48,974 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $382,976 | 48,974 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $425,584 | 48,974 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $384,445 | 48,974 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $614,877 | 65,974 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $604,321 | 65,974 | Shares | Sole | 2022-10-06 |
| 2022-06-30 | $609,599 | 65,974 | Shares | Sole | 2022-07-11 |