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Disclosery

PDS Planning, Inc: GEF-B position timeline

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

PDS Planning, Inc held 5,168 GEF-B 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 5,168 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $483,441.

    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 5,168 shares
    Change vs previous 13F -4,106 shares

    0.03% of the 13F portfolio, value $452,431.

    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 9,274 shares
    Change vs previous 13F -303 shares

    0.05% of the 13F portfolio, value $692,696.

    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 9,577 shares
    Change vs previous 13F +159 shares

    0.04% of the 13F portfolio, value $590,056.

    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 9,418 shares
    Change vs previous 13F +261 shares

    0.05% of the 13F portfolio, value $649,956.

    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 9,157 shares
    Change vs previous 13F -194 shares

    0.05% of the 13F portfolio, value $542,844.

    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 9,351 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $634,484.

    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 9,353 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $653,140.

    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).