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PDS Planning, Inc: BA position timeline

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

PDS Planning, Inc held 5,112 BA 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 5,112 shares
    Change vs previous 13F +430 shares

    0.06% of the 13F portfolio, value $1,106,595.

    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 4,682 shares
    Change vs previous 13F -50 shares

    0.06% of the 13F portfolio, value $931,858.

    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 4,732 shares
    Change vs previous 13F +747 shares

    0.07% of the 13F portfolio, value $1,027,412.

    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 3,985 shares
    Change vs previous 13F +302 shares

    0.06% of the 13F portfolio, value $860,083.

    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 3,683 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $771,699.

    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 3,673 shares
    Change vs previous 13F +664 shares

    0.05% of the 13F portfolio, value $626,430.

    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 3,009 shares
    Change vs previous 13F +198 shares

    0.05% of the 13F portfolio, value $532,593.

    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 2,811 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $427,384.

    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).