Skip to content
Disclosery

PDS Planning, Inc: ESGU position timeline

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

PDS Planning, Inc held 3,185 ESGU 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 3,185 shares
    Change vs previous 13F +74 shares

    0.03% of the 13F portfolio, value $521,276.

    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 3,111 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $440,003.

    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 3,134 shares
    Change vs previous 13F +206 shares

    0.03% of the 13F portfolio, value $466,939.

    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 2,928 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $426,268.

    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 2,929 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $396,333.

    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 2,980 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $363,301.

    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 2,972 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $382,865.

    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 2,975 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $375,360.

    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).