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Disclosery

PDS Planning, Inc: ASX position timeline

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

PDS Planning, Inc held 43,540 ASX 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 43,540 shares
    Change vs previous 13F -2,727 shares

    0.11% of the 13F portfolio, value $1,964,525.

    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 46,267 shares
    Change vs previous 13F -1,233 shares

    0.07% of the 13F portfolio, value $1,003,069.

    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 47,500 shares
    Change vs previous 13F +162 shares

    0.05% of the 13F portfolio, value $764,750.

    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 47,338 shares
    Change vs previous 13F +2,487 shares

    0.04% of the 13F portfolio, value $524,978.

    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 44,851 shares
    Change vs previous 13F +3,363 shares

    0.03% of the 13F portfolio, value $463,311.

    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 41,488 shares
    Change vs previous 13F +2,652 shares

    0.03% of the 13F portfolio, value $363,435.

    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 38,836 shares
    Change vs previous 13F +3,688 shares

    0.03% of the 13F portfolio, value $391,079.

    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 35,148 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $343,044.

    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).