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Disclosery

PDS Planning, Inc: GEV position timeline

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

PDS Planning, Inc held 2,076 GEV 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 2,076 shares
    Change vs previous 13F +90 shares

    0.14% of the 13F portfolio, value $2,439,318.

    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 1,986 shares
    Change vs previous 13F +53 shares

    0.11% of the 13F portfolio, value $1,733,737.

    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 1,933 shares
    Change vs previous 13F +202 shares

    0.08% of the 13F portfolio, value $1,263,397.

    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 1,731 shares
    Change vs previous 13F -89 shares

    0.07% of the 13F portfolio, value $1,064,392.

    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 1,820 shares
    Change vs previous 13F +177 shares

    0.07% of the 13F portfolio, value $963,053.

    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 1,643 shares
    Change vs previous 13F +79 shares

    0.04% of the 13F portfolio, value $501,575.

    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 1,564 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $514,447.

    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 1,506 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $384,000.

    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).