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Disclosery

PDS Planning, Inc: EXC position timeline

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

PDS Planning, Inc held 5,763 EXC 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 5,763 shares
    Change vs previous 13F +117 shares

    0.02% of the 13F portfolio, value $268,671.

    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 5,646 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $276,767.

    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 5,666 shares
    Change vs previous 13F -684 shares

    0.02% of the 13F portfolio, value $246,981.

    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 6,350 shares
    Change vs previous 13F +706 shares

    0.02% of the 13F portfolio, value $285,814.

    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 5,644 shares
    Change vs previous 13F +436 shares

    0.02% of the 13F portfolio, value $245,062.

    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 5,208 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $239,985.

    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).