Skip to content
Disclosery

PDS Planning, Inc: BUD position timeline

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

PDS Planning, Inc held 4,798 BUD 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 4,798 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $395,355.

    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 4,756 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $329,924.

    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 4,768 shares
    Change vs previous 13F -523 shares

    0.02% of the 13F portfolio, value $305,343.

    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 5,291 shares
    Change vs previous 13F -1,073 shares

    0.02% of the 13F portfolio, value $315,397.

    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 6,364 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $437,334.

    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 6,414 shares
    Change vs previous 13F +1,232 shares

    0.03% of the 13F portfolio, value $394,846.

    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 5,182 shares
    Change vs previous 13F +696 shares

    0.02% of the 13F portfolio, value $259,463.

    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 4,486 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,377.

    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).