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PDS Planning, Inc: GE position timeline

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

PDS Planning, Inc held 8,502 GE 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 8,502 shares
    Change vs previous 13F -50 shares

    0.18% of the 13F portfolio, value $3,177,452.

    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 8,552 shares
    Change vs previous 13F +138 shares

    0.16% of the 13F portfolio, value $2,426,801.

    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 8,414 shares
    Change vs previous 13F +23 shares

    0.17% of the 13F portfolio, value $2,591,764.

    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 8,391 shares
    Change vs previous 13F +21 shares

    0.17% of the 13F portfolio, value $2,524,181.

    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 8,370 shares
    Change vs previous 13F +1,322 shares

    0.16% of the 13F portfolio, value $2,154,354.

    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 7,048 shares
    Change vs previous 13F +678 shares

    0.12% of the 13F portfolio, value $1,410,657.

    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 6,370 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $1,062,452.

    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 6,324 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,192,580.

    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).