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Disclosery

PDS Planning, Inc: CI position timeline

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

PDS Planning, Inc held 2,160 CI 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 2,160 shares
    Change vs previous 13F +283 shares

    0.03% of the 13F portfolio, value $595,498.

    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 1,877 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $500,582.

    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 1,854 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $510,154.

    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 1,911 shares
    Change vs previous 13F -217 shares

    0.04% of the 13F portfolio, value $550,860.

    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 2,128 shares
    Change vs previous 13F +107 shares

    0.05% of the 13F portfolio, value $703,337.

    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 2,021 shares
    Change vs previous 13F +197 shares

    0.06% of the 13F portfolio, value $664,958.

    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 1,824 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $503,604.

    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 1,906 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $660,258.

    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).