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Disclosery

PDS Planning, Inc: DFUS position timeline

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

PDS Planning, Inc held 13,822 DFUS 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 13,822 shares
    Change vs previous 13F +9,457 shares

    0.07% of the 13F portfolio, value $1,132,534.

    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 4,365 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $309,528.

    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 4,355 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $322,987.

    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 4,345 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $314,781.

    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 4,335 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $290,504.

    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 4,323 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $261,447.

    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 4,313 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $274,969.

    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 4,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $267,325.

    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).