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Disclosery

PDS Planning, Inc: AMT position timeline

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

PDS Planning, Inc held 3,869 AMT 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 3,869 shares
    Change vs previous 13F +80 shares

    0.04% of the 13F portfolio, value $632,852.

    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 3,789 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $653,906.

    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 4,114 shares
    Change vs previous 13F -112 shares

    0.05% of the 13F portfolio, value $722,295.

    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 4,226 shares
    Change vs previous 13F -255 shares

    0.06% of the 13F portfolio, value $812,744.

    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 4,481 shares
    Change vs previous 13F +1,616 shares

    0.07% of the 13F portfolio, value $990,391.

    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 2,865 shares
    Change vs previous 13F +263 shares

    0.05% of the 13F portfolio, value $623,424.

    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 2,602 shares
    Change vs previous 13F +239 shares

    0.04% of the 13F portfolio, value $477,233.

    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 2,363 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $549,539.

    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).