DHK Financial Advisors »

Potbelly shares owned by DHK Financial Advisors

Quarter-by-quarter ownership of Potbelly (PBPB) shares owned by DHK Financial Advisors from 13F filings

Historical chart of DHK Financial Advisors investment in Potbelly

Tip: Access up to 7 years of quarterly data

All positions including Potbelly held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Potbelly by DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $584k 48k 12.25
2025-03-31 $453k 48k 9.51
2024-12-31 $442k 47k 9.42
2024-09-30 $392k 47k 8.34

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Columbia Etf Tr Ii India Consmr Etf (INCO)

View all positions for DHK Financial Advisors

Top funds holding Potbelly

Nierenberg Investment Management Company
BlackRock
Glazer Capital
Vanguard Group
Water Island Capital
Fil
Balyasny Asset Management
Renaissance Technologies
Arp Americas
Vivaldi Asset Management
American Century Companies
Geode Capital Management
Monimus Capital Management
State Street Corporation
Alpine Associates Management

View all funds holding Potbelly