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Disclosery

PDS Planning, Inc: CVE position timeline

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

PDS Planning, Inc held 8,169 CVE 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 8,169 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $202,673.

    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 8,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,320.

    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).