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PDS Planning, Inc: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on ADP, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 5,391 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,391 shares
    Change vs previous 13F +120 shares

    0.07% of the 13F portfolio, value $1,207,248.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,271 shares
    Change vs previous 13F +583 shares

    0.07% of the 13F portfolio, value $1,070,981.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,688 shares
    Change vs previous 13F -225 shares

    0.08% of the 13F portfolio, value $1,205,911.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,913 shares
    Change vs previous 13F +230 shares

    0.1% of the 13F portfolio, value $1,442,101.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,683 shares
    Change vs previous 13F +153 shares

    0.11% of the 13F portfolio, value $1,444,284.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,530 shares
    Change vs previous 13F +164 shares

    0.12% of the 13F portfolio, value $1,383,958.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,366 shares
    Change vs previous 13F +664 shares

    0.11% of the 13F portfolio, value $1,278,010.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,702 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,024,437.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).