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PDS Planning, Inc: CMG position timeline

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

PDS Planning, Inc held 7,481 CMG 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 7,481 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $254,354.

    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 7,536 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $241,227.

    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 7,442 shares
    Change vs previous 13F +1,279 shares

    0.02% of the 13F portfolio, value $275,354.

    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 6,163 shares
    Change vs previous 13F -933 shares

    0.02% of the 13F portfolio, value $241,528.

    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 7,096 shares
    Change vs previous 13F +788 shares

    0.03% of the 13F portfolio, value $398,440.

    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 6,308 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $316,725.

    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 5,839 shares
    Change vs previous 13F -155 shares

    0.03% of the 13F portfolio, value $352,092.

    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 5,994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $345,374.

    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).