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PDS Planning, Inc: HD position timeline

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

PDS Planning, Inc held 7,300 HD 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 7,300 shares
    Change vs previous 13F +489 shares

    0.15% of the 13F portfolio, value $2,574,491.

    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 6,811 shares
    Change vs previous 13F -108 shares

    0.15% of the 13F portfolio, value $2,240,002.

    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 6,919 shares
    Change vs previous 13F -621 shares

    0.16% of the 13F portfolio, value $2,380,757.

    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 7,540 shares
    Change vs previous 13F -93 shares

    0.21% of the 13F portfolio, value $3,055,049.

    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 7,633 shares
    Change vs previous 13F +621 shares

    0.21% of the 13F portfolio, value $2,798,622.

    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 7,012 shares
    Change vs previous 13F +409 shares

    0.22% of the 13F portfolio, value $2,569,728.

    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 6,603 shares
    Change vs previous 13F -149 shares

    0.23% of the 13F portfolio, value $2,568,622.

    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 6,752 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,735,959.

    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).