Position in PDM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,759
+$2,188 QoQ
Shares Held
848
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 252 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $8,750 across 5 REIT - Office names. PDM ranks #1 (88.7% of the industry book) .
All Filings in PDM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,759 | 848 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,571 | 848 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,072 | 848 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||