PDSB β€” PDS BIOTECHNOLOGY CORP

Ownership history in Tempus Wealth Planning, LLC  Β·  7 quarters on record

AI Ownership Summary

Tempus Wealth Planning, LLC reported PDS BIOTECHNOLOGY CORP (PDSB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows PDSB 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 PDSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tempus Wealth Planning, LLC's position in PDS BIOTECHNOLOGY CORP, 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
2025 Q4

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

High-water mark
Peak Conviction
0.03% 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 Q2 to 2025 Q4

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 Tempus Wealth Planning, LLC held PDSB β€” position size vs. price
% of Fund (quarterly)    PDSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 61,800 +14,000 +29.3% 0.01% $48K 2026-02-14 (Est.) $0.70
2025 Q3 UNCHANGED 47,800 β€” 0% 0.01% $48K 2025-11-06 $0.89
2025 Q2 ADDED 47,800 +29,000 +154.3% 0.02% $64K 2025-07-17 $1.20
2025 Q1 UNCHANGED 18,800 β€” 0% 0.01% $22K 2025-05-06 $1.19
2024 Q4 UNCHANGED 18,800 β€” 0% 0.01% $31K 2025-01-24 $1.55
2024 Q3 UNCHANGED 18,800 β€” 0% 0.03% $72K 2024-10-22 $3.26
2024 Q2 INITIATED 18,800 β€” β€” 0.02% $55K 2024-07-25 $3.94

FAQ About Tempus Wealth Planning, LLC and PDSB

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

How long has Tempus Wealth Planning, LLC reported owning PDSB?

Tempus Wealth Planning, LLC reported PDSB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PDSB position in Tempus Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for PDSB was 0.03% in 2024 Q3.

What is the latest reported PDSB position on this page?

The most recent filing on this page is 2025 Q4, when Tempus Wealth Planning, LLC reported 61,800 shares, equal to 0.01% of portfolio, with an estimated market value of $48K.

What does the chart on this PDSB ownership page compare?

The chart compares Tempus Wealth Planning, LLC's quarterly PDSB 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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