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True Wealth Design’s Piedmont Realty Trust PDM Stock Holding History

True Wealth Design’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$454 Hold
51
– – ﹤0.01% 2161
2026
Q2 		$467 Sell
51
-63
-55% -$519 ﹤0.01% 2221
2026
Q1 		$749 Sell
114
-18
-14% -$140 ﹤0.01% 1908
2025
Q4 		$1.1K Buy
132
+24
+22% +$200 ﹤0.01% 1672
2025
Q3 		$972 Buy
108
+7
+7% +$56 ﹤0.01% 1759
2025
Q2 		$737 Sell
101
-49
-33% -$339 ﹤0.01% 1590
2025
Q1 		$1.11K Buy
+150
New +$1.19K ﹤0.01% 1231

Other funds holding PDM

NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's PDM Position: Q3 2026 in Review

True Wealth Design held its Piedmont Realty Trust (PDM) position steady in Q3 2026 at 51 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

True Wealth Design first reported a position in PDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.11K in Q1 2025. 12 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • True Wealth Design held 51 shares of Piedmont Realty Trust worth $454 as of Q3 2026.
  • True Wealth Design left its Piedmont Realty Trust share count unchanged in Q3 2026.
  • Piedmont Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2161 holding.
  • True Wealth Design first reported a position in Piedmont Realty Trust in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Piedmont Realty Trust position peaked at $1.11K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.