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PDS Planning, Inc: BN position timeline

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

PDS Planning, Inc held 8,926 BN 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 8,926 shares
    Change vs previous 13F -780 shares

    0.02% of the 13F portfolio, value $380,158.

    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 9,706 shares
    Change vs previous 13F -1,098 shares

    0.03% of the 13F portfolio, value $392,802.

    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 10,804 shares
    Change vs previous 13F +3,621 shares

    0.03% of the 13F portfolio, value $495,796.

    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 7,183 shares
    Change vs previous 13F +783 shares

    0.03% of the 13F portfolio, value $492,610.

    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 6,400 shares
    Change vs previous 13F +966 shares

    0.03% of the 13F portfolio, value $395,840.

    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 5,434 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $284,796.

    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 5,044 shares
    Change vs previous 13F -146 shares

    0.03% of the 13F portfolio, value $289,778.

    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 5,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $275,849.

    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).