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Disclosery

PDS Planning, Inc: CCJ position timeline

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

PDS Planning, Inc held 5,595 CCJ 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 5,595 shares
    Change vs previous 13F +108 shares

    0.03% of the 13F portfolio, value $569,907.

    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 5,487 shares
    Change vs previous 13F -602 shares

    0.04% of the 13F portfolio, value $595,943.

    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 6,089 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $557,083.

    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 6,117 shares
    Change vs previous 13F -831 shares

    0.04% of the 13F portfolio, value $512,972.

    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 6,948 shares
    Change vs previous 13F +574 shares

    0.04% of the 13F portfolio, value $515,750.

    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 6,374 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $262,354.

    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 6,252 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $321,290.

    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 6,420 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $306,619.

    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).