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Disclosery

PDS Planning, Inc: BSV position timeline

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

PDS Planning, Inc held 450,644 BSV 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 450,644 shares
    Change vs previous 13F +18,635 shares

    2.03% of the 13F portfolio, value $35,109,693.

    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 432,009 shares
    Change vs previous 13F +21,487 shares

    2.23% of the 13F portfolio, value $33,873,823.

    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 410,522 shares
    Change vs previous 13F -8,352 shares

    2.16% of the 13F portfolio, value $32,353,213.

    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 418,874 shares
    Change vs previous 13F +7,529 shares

    2.29% of the 13F portfolio, value $33,053,360.

    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 411,345 shares
    Change vs previous 13F +21,091 shares

    2.41% of the 13F portfolio, value $32,372,872.

    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 390,254 shares
    Change vs previous 13F +6,713 shares

    2.58% of the 13F portfolio, value $30,549,088.

    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 383,541 shares
    Change vs previous 13F +20,388 shares

    2.63% of the 13F portfolio, value $29,636,199.

    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 363,153 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $28,576,537.

    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).