JIM SAULNIER & ASSOCIATES, LLC PBDE — PGIM ROCK ETF TR

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  ·  6 quarters on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported PGIM ROCK ETF TR (PBDE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2025 Q4. The latest visible filing shows PBDE at 0.56% 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 PBDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JIM SAULNIER & ASSOCIATES, LLC's position in PGIM ROCK ETF TR, 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
2026 Q1

PBDE was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

PBDE stock page JIM SAULNIER & ASSOCIATES, LLC fund profile JIM SAULNIER & ASSOCIATES, LLC full holdings
How JIM SAULNIER & ASSOCIATES, LLC held PBDE — position size vs. price
% of Fund (quarterly)    PBDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 39,721 — 0% 0.56% $1.2M 2026-04-22 $30.19
2025 Q4 ADDED — — — 39,721 +17,577 +79.4% 0.61% $1.2M 2026-01-29 $29.73
2025 Q3 UNCHANGED — — — 22,144 — 0% 0.35% $634K 2025-11-03 $29.02
2025 Q2 UNCHANGED — — — 22,144 — 0% 0.41% $607K 2025-08-04 $27.73
2025 Q1 UNCHANGED — — — 22,144 — 0% 0.45% $575K 2025-04-21 $25.06
2024 Q4 INITIATED — — — 22,144 — — 0.50% $583K 2025-01-22 $26.72

🏢 Other funds also holding PBDE

As of 2026 Q1 — sorted by position size

Blue Water Asset Management 0.7% LeClair Wealth Partners LLC 0.7% Redwood Family Wealth LLC 0.5% Grantvest Financial Group LLC 0.25% Spire Wealth Management 3Y 0.08% BCGM Wealth Management, LLC 3Y 0.07% BlueStem Wealth Partners, LLC 0.03% DHJJ Financial Advisors, Ltd. 3Y 0.02% KINTRA WEALTH, LLC 3Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01%

FAQ About JIM SAULNIER & ASSOCIATES, LLC and PBDE

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

How long has JIM SAULNIER & ASSOCIATES, LLC reported owning PBDE?

JIM SAULNIER & ASSOCIATES, LLC reported PBDE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PBDE position in JIM SAULNIER & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for PBDE was 0.61% in 2025 Q4.

What is the latest reported PBDE position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 39,721 shares, equal to 0.56% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PBDE ownership page compare?

The chart compares JIM SAULNIER & ASSOCIATES, LLC's quarterly PBDE 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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