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Disclosery

PDS Planning, Inc: BABA position timeline

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

PDS Planning, Inc held 7,249 BABA 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 7,249 shares
    Change vs previous 13F -235 shares

    0.04% of the 13F portfolio, value $695,759.

    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 7,484 shares
    Change vs previous 13F -502 shares

    0.06% of the 13F portfolio, value $938,943.

    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 7,986 shares
    Change vs previous 13F +319 shares

    0.08% of the 13F portfolio, value $1,170,588.

    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 7,667 shares
    Change vs previous 13F +1,283 shares

    0.09% of the 13F portfolio, value $1,370,323.

    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 6,384 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $724,009.

    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 6,326 shares
    Change vs previous 13F +824 shares

    0.07% of the 13F portfolio, value $836,487.

    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 5,502 shares
    Change vs previous 13F +408 shares

    0.04% of the 13F portfolio, value $466,515.

    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 5,094 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $540,575.

    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).