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Disclosery

PDS Planning, Inc: HLN position timeline

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

PDS Planning, Inc held 26,196 HLN 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 26,196 shares
    Change vs previous 13F +9,542 shares

    0.01% of the 13F portfolio, value $244,409.

    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 16,654 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $166,707.

    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 16,654 shares
    Change vs previous 13F -1,864 shares

    0.01% of the 13F portfolio, value $168,372.

    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 18,518 shares
    Change vs previous 13F -6,923 shares

    0.01% of the 13F portfolio, value $166,106.

    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 25,441 shares
    Change vs previous 13F +3,796 shares

    0.02% of the 13F portfolio, value $263,823.

    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 21,645 shares
    Change vs previous 13F +1,598 shares

    0.02% of the 13F portfolio, value $222,727.

    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 20,047 shares
    Change vs previous 13F +3,638 shares

    0.02% of the 13F portfolio, value $191,248.

    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 16,409 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $173,607.

    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).