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Disclosery

PDS Planning, Inc: DIS position timeline

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

PDS Planning, Inc held 10,363 DIS 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 10,363 shares
    Change vs previous 13F +1,139 shares

    0.06% of the 13F portfolio, value $997,421.

    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 9,224 shares
    Change vs previous 13F +654 shares

    0.06% of the 13F portfolio, value $888,992.

    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 8,570 shares
    Change vs previous 13F -788 shares

    0.07% of the 13F portfolio, value $975,045.

    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 9,358 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $1,071,527.

    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 9,445 shares
    Change vs previous 13F +810 shares

    0.09% of the 13F portfolio, value $1,171,317.

    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 8,635 shares
    Change vs previous 13F +1,160 shares

    0.07% of the 13F portfolio, value $852,309.

    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 7,475 shares
    Change vs previous 13F +1,046 shares

    0.07% of the 13F portfolio, value $832,323.

    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 6,429 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $618,390.

    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).