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Disclosery

PDS Planning, Inc: CAH position timeline

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

PDS Planning, Inc held 7,563 CAH 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 7,563 shares
    Change vs previous 13F +345 shares

    0.1% of the 13F portfolio, value $1,796,784.

    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 7,218 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $1,525,231.

    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 7,198 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $1,479,090.

    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 7,174 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $1,126,094.

    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 7,139 shares
    Change vs previous 13F +257 shares

    0.09% of the 13F portfolio, value $1,199,271.

    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 6,882 shares
    Change vs previous 13F +147 shares

    0.08% of the 13F portfolio, value $948,200.

    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 6,735 shares
    Change vs previous 13F -30 shares

    0.07% of the 13F portfolio, value $796,544.

    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 6,765 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $747,636.

    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).