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Disclosery

PDS Planning, Inc: CEG position timeline

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

PDS Planning, Inc held 1,670 CEG 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 1,670 shares
    Change vs previous 13F -102 shares

    0.02% of the 13F portfolio, value $414,778.

    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 1,772 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $494,831.

    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 1,758 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $621,049.

    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 1,874 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $616,677.

    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 1,902 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $613,890.

    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 1,844 shares
    Change vs previous 13F +160 shares

    0.03% of the 13F portfolio, value $371,806.

    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 1,684 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $376,728.

    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 1,666 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $433,193.

    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).