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Disclosery

PDS Planning, Inc: CLS position timeline

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

PDS Planning, Inc held 1,032 CLS 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 1,032 shares
    Change vs previous 13F +1,032 shares

    0.02% of the 13F portfolio, value $376,474.

    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 0 shares
    Change vs previous 13F -707 shares

    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).

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

  3. period ended2025-12-31
    13F 707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,996.

    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).