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Disclosery

PDS Planning, Inc: ELV position timeline

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

PDS Planning, Inc held 1,973 ELV 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 1,973 shares
    Change vs previous 13F +172 shares

    0.04% of the 13F portfolio, value $763,018.

    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 1,801 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $527,243.

    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 1,898 shares
    Change vs previous 13F +62 shares

    0.04% of the 13F portfolio, value $665,344.

    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 1,836 shares
    Change vs previous 13F -587 shares

    0.04% of the 13F portfolio, value $593,248.

    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 2,423 shares
    Change vs previous 13F +414 shares

    0.07% of the 13F portfolio, value $942,450.

    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 2,009 shares
    Change vs previous 13F +491 shares

    0.07% of the 13F portfolio, value $873,835.

    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 1,518 shares
    Change vs previous 13F -166 shares

    0.05% of the 13F portfolio, value $559,990.

    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 1,684 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $875,680.

    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).