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Disclosery

PDS Planning, Inc: HDB position timeline

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

PDS Planning, Inc held 14,628 HDB 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 14,628 shares
    Change vs previous 13F -20,564 shares

    0.02% of the 13F portfolio, value $377,841.

    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 35,192 shares
    Change vs previous 13F -2,801 shares

    0.06% of the 13F portfolio, value $875,577.

    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 37,993 shares
    Change vs previous 13F +669 shares

    0.09% of the 13F portfolio, value $1,388,264.

    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 37,324 shares
    Change vs previous 13F +20,143 shares

    0.09% of the 13F portfolio, value $1,274,988.

    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 17,181 shares
    Change vs previous 13F +1,653 shares

    0.1% of the 13F portfolio, value $1,317,267.

    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 15,528 shares
    Change vs previous 13F +3,041 shares

    0.09% of the 13F portfolio, value $1,031,680.

    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 12,487 shares
    Change vs previous 13F +3,390 shares

    0.07% of the 13F portfolio, value $797,420.

    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 9,097 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $569,108.

    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).