The Analysis of Weiner Jeffrey David's Holdings & P&L

Currently, Weiner Jeffrey David holds 2 types of securities in its portfolio with a total value $334.8K. In the most recent quarter, they have increased their positions in PBM (+51.9K shares, valued at $135.8K), PBM (+7.9K shares, valued at $26.3K); initiated new positions in PBM (+51.9K shares, valued at $135.8K).

1M P&L

+269.6K+216.67%

3M P&L

+176.8K+81.38%

HY P&L

-723.8K-64.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology135.8K

100.0%

Top Industries by Stock Count

1Biotechnology1 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PBM 59.8K shares15.24%2026-02-252026-06-10

PBM 51.9K sharesnew addition2026-02-132026-02-19

PBM

15.24%

Shares59.8K

Event2026-02-25

Filed2026-06-10

PBM

New

Shares51.9K

Event2026-02-13

Filed2026-02-19

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available