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Disclosery

PDS Planning, Inc: ESGE position timeline

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

PDS Planning, Inc held 12,750 ESGE 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 12,750 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $697,306.

    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 12,808 shares
    Change vs previous 13F -671 shares

    0.04% of the 13F portfolio, value $582,399.

    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 13,479 shares
    Change vs previous 13F -1,696 shares

    0.04% of the 13F portfolio, value $595,387.

    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 15,175 shares
    Change vs previous 13F -62 shares

    0.05% of the 13F portfolio, value $658,882.

    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 15,237 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $596,818.

    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 15,219 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $531,903.

    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 15,209 shares
    Change vs previous 13F +164 shares

    0.05% of the 13F portfolio, value $507,837.

    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 15,045 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $547,797.

    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).