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Disclosery

PDS Planning, Inc: BTI position timeline

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

PDS Planning, Inc held 9,160 BTI 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 9,160 shares
    Change vs previous 13F +240 shares

    0.03% of the 13F portfolio, value $565,722.

    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 8,920 shares
    Change vs previous 13F +445 shares

    0.03% of the 13F portfolio, value $521,552.

    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 8,475 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $479,855.

    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 8,232 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $436,955.

    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 7,945 shares
    Change vs previous 13F +1,029 shares

    0.03% of the 13F portfolio, value $376,037.

    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 6,916 shares
    Change vs previous 13F +927 shares

    0.02% of the 13F portfolio, value $286,115.

    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 5,989 shares
    Change vs previous 13F +335 shares

    0.02% of the 13F portfolio, value $217,520.

    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 5,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,823.

    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).