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PDS Planning, Inc: BBD position timeline

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

PDS Planning, Inc held 42,350 BBD 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 42,350 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $146,955.

    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 42,046 shares
    Change vs previous 13F +4,692 shares

    0.01% of the 13F portfolio, value $153,468.

    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 37,354 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $124,389.

    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 37,354 shares
    Change vs previous 13F +3,736 shares

    0.01% of the 13F portfolio, value $126,257.

    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 33,618 shares
    Change vs previous 13F +4,853 shares

    0.01% of the 13F portfolio, value $103,880.

    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 28,765 shares
    Change vs previous 13F +9,349 shares

    0.01% of the 13F portfolio, value $64,146.

    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 19,416 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $37,085.

    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 19,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,093.

    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).