Skip to content
Disclosery

PDS Planning, Inc: BNDX position timeline

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

PDS Planning, Inc held 1,034,989 BNDX 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 1,034,989 shares
    Change vs previous 13F +20,562 shares

    2.9% of the 13F portfolio, value $50,124,525.

    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 1,014,427 shares
    Change vs previous 13F +62,560 shares

    3.22% of the 13F portfolio, value $48,743,232.

    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 951,867 shares
    Change vs previous 13F +23,363 shares

    3.07% of the 13F portfolio, value $45,994,210.

    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 928,504 shares
    Change vs previous 13F +33,844 shares

    3.18% of the 13F portfolio, value $45,923,815.

    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 894,660 shares
    Change vs previous 13F +53,003 shares

    3.3% of the 13F portfolio, value $44,294,596.

    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 841,657 shares
    Change vs previous 13F -31,582 shares

    3.46% of the 13F portfolio, value $41,089,714.

    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 873,239 shares
    Change vs previous 13F +70,815 shares

    3.81% of the 13F portfolio, value $42,832,388.

    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 802,424 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $40,345,883.

    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).