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Disclosery

PDS Planning, Inc: ESGD position timeline

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

PDS Planning, Inc held 8,509 ESGD 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 8,509 shares
    Change vs previous 13F +165 shares

    0.05% of the 13F portfolio, value $874,779.

    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 8,344 shares
    Change vs previous 13F -269 shares

    0.05% of the 13F portfolio, value $797,886.

    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 8,613 shares
    Change vs previous 13F -309 shares

    0.05% of the 13F portfolio, value $819,043.

    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 8,922 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $829,559.

    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 8,933 shares
    Change vs previous 13F +93 shares

    0.06% of the 13F portfolio, value $796,994.

    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 8,840 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $722,161.

    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 8,740 shares
    Change vs previous 13F +212 shares

    0.06% of the 13F portfolio, value $665,483.

    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 8,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $717,828.

    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).