Skip to content
Disclosery

PDS Planning, Inc: AVUV position timeline

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

PDS Planning, Inc held 614,951 AVUV 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 614,951 shares
    Change vs previous 13F +11,592 shares

    4.44% of the 13F portfolio, value $76,721,332.

    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 603,359 shares
    Change vs previous 13F +1,440 shares

    4.4% of the 13F portfolio, value $66,653,020.

    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 601,919 shares
    Change vs previous 13F +18,520 shares

    4.1% of the 13F portfolio, value $61,383,730.

    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 583,399 shares
    Change vs previous 13F +22,008 shares

    4.02% of the 13F portfolio, value $58,065,699.

    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 561,391 shares
    Change vs previous 13F +41,568 shares

    3.81% of the 13F portfolio, value $51,142,728.

    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 519,823 shares
    Change vs previous 13F -4,476 shares

    3.82% of the 13F portfolio, value $45,312,999.

    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 524,299 shares
    Change vs previous 13F +14,867 shares

    4.5% of the 13F portfolio, value $50,610,566.

    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 509,432 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $48,880,007.

    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).