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Disclosery

PDS Planning, Inc: BND position timeline

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

PDS Planning, Inc held 230,885 BND 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 230,885 shares
    Change vs previous 13F +1,474 shares

    0.98% of the 13F portfolio, value $16,949,271.

    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 229,411 shares
    Change vs previous 13F +8,488 shares

    1.11% of the 13F portfolio, value $16,893,796.

    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 220,923 shares
    Change vs previous 13F +831 shares

    1.09% of the 13F portfolio, value $16,363,760.

    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 220,092 shares
    Change vs previous 13F +9,077 shares

    1.13% of the 13F portfolio, value $16,368,244.

    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 211,015 shares
    Change vs previous 13F +5,607 shares

    1.16% of the 13F portfolio, value $15,537,062.

    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 205,408 shares
    Change vs previous 13F +9,335 shares

    1.27% of the 13F portfolio, value $15,087,237.

    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 196,073 shares
    Change vs previous 13F +16,112 shares

    1.25% of the 13F portfolio, value $14,099,616.

    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 179,961 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $13,516,851.

    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).