Discipline Wealth Solutions, LLC's ownership history for PBDC

Discipline Wealth Solutions, LLC currently holds 15.4K shares with a market value of $424.9K. It started holding PBDC on 2025-09-30. At its peak, it held 23.7K shares on 2025-12-31. Its highest holding value was $725.7K on 2025-12-31. At its lowest, it held 15.4K shares on 2026-03-31, with a value of $424.9K on 2026-03-31. In the recent 180 days, Discipline Wealth Solutions, LLC has decreased its shares by 3.6K.