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Disclosery

PDS Planning, Inc: DE position timeline

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

PDS Planning, Inc held 6,212 DE 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 6,212 shares
    Change vs previous 13F -97 shares

    0.23% of the 13F portfolio, value $3,940,349.

    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 6,309 shares
    Change vs previous 13F +57 shares

    0.23% of the 13F portfolio, value $3,553,625.

    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 6,252 shares
    Change vs previous 13F -272 shares

    0.19% of the 13F portfolio, value $2,910,907.

    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 6,524 shares
    Change vs previous 13F +33 shares

    0.21% of the 13F portfolio, value $2,983,080.

    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 6,491 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $3,300,827.

    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 6,361 shares
    Change vs previous 13F +49 shares

    0.25% of the 13F portfolio, value $2,985,511.

    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 6,312 shares
    Change vs previous 13F +66 shares

    0.24% of the 13F portfolio, value $2,674,380.

    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 6,246 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,606,722.

    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).