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PDS Planning, Inc: CHTR position timeline

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

PDS Planning, Inc held 0 CHTR shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -579 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $236,701.

    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).