PD β€” PAGERDUTY INC

Ownership history in Abich Financial Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Abich Financial Wealth Management LLC reported PAGERDUTY INC (PD) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows PD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abich Financial Wealth Management LLC's position in PAGERDUTY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

PD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abich Financial Wealth Management LLC held PD β€” position size vs. price
% of Fund (quarterly)    PD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 320 +221 +223.2% 0.01% $6K 2024-10-25 $17.96
2024 Q2 ADDED 99 +90 +1000.0% 0.00% $2K 2024-08-14 $18.82
2024 Q1 INITIATED 9 β€” β€” 0.00% $204 2024-06-21 $21.40

FAQ About Abich Financial Wealth Management LLC and PD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abich Financial Wealth Management LLC reported owning PD?

Abich Financial Wealth Management LLC reported PD across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported PD position in Abich Financial Wealth Management LLC's portfolio?

The largest reported portfolio weight for PD was 0.01% in 2024 Q3.

What is the latest reported PD position on this page?

The most recent filing on this page is 2024 Q3, when Abich Financial Wealth Management LLC reported 320 shares, equal to 0.01% of portfolio, with an estimated market value of $6K.

What does the chart on this PD ownership page compare?

The chart compares Abich Financial Wealth Management LLC's quarterly PD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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