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Disclosery

PDS Planning, Inc: HSBC position timeline

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

PDS Planning, Inc held 17,023 HSBC 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 17,023 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $1,618,717.

    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 16,851 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $1,390,039.

    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 16,623 shares
    Change vs previous 13F +396 shares

    0.09% of the 13F portfolio, value $1,307,731.

    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 16,227 shares
    Change vs previous 13F -313 shares

    0.08% of the 13F portfolio, value $1,151,792.

    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 16,540 shares
    Change vs previous 13F +1,239 shares

    0.07% of the 13F portfolio, value $1,005,467.

    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 15,301 shares
    Change vs previous 13F +1,079 shares

    0.07% of the 13F portfolio, value $878,736.

    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 14,222 shares
    Change vs previous 13F -261 shares

    0.06% of the 13F portfolio, value $703,420.

    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 14,483 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $654,487.

    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).