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Disclosery

PDS Planning, Inc: IBN position timeline

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

PDS Planning, Inc held 39,669 IBN 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 39,669 shares
    Change vs previous 13F +9,382 shares

    0.07% of the 13F portfolio, value $1,151,591.

    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 30,287 shares
    Change vs previous 13F -1,520 shares

    0.05% of the 13F portfolio, value $784,433.

    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 31,807 shares
    Change vs previous 13F -1,273 shares

    0.06% of the 13F portfolio, value $947,849.

    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 33,080 shares
    Change vs previous 13F +2,458 shares

    0.07% of the 13F portfolio, value $1,000,008.

    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 30,622 shares
    Change vs previous 13F +1,545 shares

    0.08% of the 13F portfolio, value $1,030,124.

    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 29,077 shares
    Change vs previous 13F +4,808 shares

    0.08% of the 13F portfolio, value $916,507.

    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 24,269 shares
    Change vs previous 13F +624 shares

    0.06% of the 13F portfolio, value $724,672.

    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 23,645 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $705,803.

    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).