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Disclosery

PDS Planning, Inc: IAGG position timeline

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

PDS Planning, Inc held 252,280 IAGG 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 252,280 shares
    Change vs previous 13F +19,332 shares

    0.74% of the 13F portfolio, value $12,765,356.

    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 232,948 shares
    Change vs previous 13F +4,795 shares

    0.77% of the 13F portfolio, value $11,656,694.

    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 228,153 shares
    Change vs previous 13F +34,824 shares

    0.76% of the 13F portfolio, value $11,409,911.

    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 193,329 shares
    Change vs previous 13F -2,823 shares

    0.69% of the 13F portfolio, value $9,904,246.

    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 196,152 shares
    Change vs previous 13F -817 shares

    0.75% of the 13F portfolio, value $10,021,429.

    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 196,969 shares
    Change vs previous 13F +46,688 shares

    0.83% of the 13F portfolio, value $9,846,502.

    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 150,281 shares
    Change vs previous 13F +2,168 shares

    0.67% of the 13F portfolio, value $7,502,047.

    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 148,113 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,675,231.

    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).