Pathway Financial Advisers, LLC
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,908,846 | 229,043 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $3,043,200 | 228,126 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $2,978,777 | 226,179 | Shares | Sole | 2025-08-21 |
| 2025-03-31 | $2,888,312 | 220,819 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,830,942 | 222,209 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $2,918,724 | 220,781 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $583,566 | 49,541 | Shares | Sole | 2024-08-20 |
| 2024-03-31 | $2,560,751 | 219,807 | Shares | Sole | 2024-05-29 |
| 2023-12-31 | $2,314,266 | 217,302 | Shares | Sole | 2024-07-19 |
| 2023-09-30 | $1,767,202 | 183,713 | Shares | Sole | 2024-07-19 |
| 2023-03-31 | $2,172,380 | 175,342 | Shares | Sole | 2024-07-19 |
| 2022-12-31 | $2,833,708 | 219,000 | Shares | Sole | 2024-07-19 |