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PDS Planning, Inc: ET position timeline

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

PDS Planning, Inc held 42,266 ET 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 42,266 shares
    Change vs previous 13F +18,656 shares

    0.05% of the 13F portfolio, value $808,129.

    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 23,610 shares
    Change vs previous 13F +870 shares

    0.03% of the 13F portfolio, value $455,677.

    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 22,740 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $374,984.

    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 22,733 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $390,103.

    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 22,727 shares
    Change vs previous 13F +659 shares

    0.03% of the 13F portfolio, value $412,038.

    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 22,068 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $410,247.

    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 22,063 shares
    Change vs previous 13F -1,799 shares

    0.04% of the 13F portfolio, value $432,213.

    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 23,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $382,987.

    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).