Skip to content
Disclosery

PDS Planning, Inc: C position timeline

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

PDS Planning, Inc held 8,618 C 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 8,618 shares
    Change vs previous 13F +725 shares

    0.07% of the 13F portfolio, value $1,206,175.

    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 7,893 shares
    Change vs previous 13F +575 shares

    0.06% of the 13F portfolio, value $895,145.

    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 7,318 shares
    Change vs previous 13F +197 shares

    0.06% of the 13F portfolio, value $853,937.

    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 7,121 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $722,782.

    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 7,066 shares
    Change vs previous 13F +228 shares

    0.04% of the 13F portfolio, value $601,458.

    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 6,838 shares
    Change vs previous 13F +1,109 shares

    0.04% of the 13F portfolio, value $485,430.

    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 5,729 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $403,264.

    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 5,717 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $357,884.

    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).