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Disclosery

PDS Planning, Inc: ESGV position timeline

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

PDS Planning, Inc held 5,226 ESGV 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 5,226 shares
    Change vs previous 13F +134 shares

    0.04% of the 13F portfolio, value $691,133.

    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 5,092 shares
    Change vs previous 13F +270 shares

    0.04% of the 13F portfolio, value $571,715.

    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 4,822 shares
    Change vs previous 13F -157 shares

    0.04% of the 13F portfolio, value $583,292.

    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 4,979 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $589,669.

    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 4,976 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $545,562.

    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 4,958 shares
    Change vs previous 13F +246 shares

    0.04% of the 13F portfolio, value $485,646.

    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 4,712 shares
    Change vs previous 13F +91 shares

    0.04% of the 13F portfolio, value $494,268.

    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 4,621 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $469,697.

    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).