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Disclosery

PDS Planning, Inc: BHP position timeline

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

PDS Planning, Inc held 9,617 BHP 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 9,617 shares
    Change vs previous 13F +340 shares

    0.05% of the 13F portfolio, value $801,192.

    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 9,277 shares
    Change vs previous 13F -204 shares

    0.04% of the 13F portfolio, value $674,809.

    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 9,481 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $572,368.

    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 9,125 shares
    Change vs previous 13F +386 shares

    0.04% of the 13F portfolio, value $508,719.

    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 8,739 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $420,259.

    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 8,581 shares
    Change vs previous 13F +578 shares

    0.04% of the 13F portfolio, value $416,522.

    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 8,003 shares
    Change vs previous 13F +1,759 shares

    0.03% of the 13F portfolio, value $390,786.

    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 6,244 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $387,815.

    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).