PDS Planning, Inc: ICL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on ICL, newest first. How the timeline and the estimate are built.
PDS Planning, Inc held 28,768 ICL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 28,768 sharesChange vs previous 13F +1,409 shares
0.01% of the 13F portfolio, value $143,265.
13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,359 sharesChange vs previous 13F -2,021 shares
0.01% of the 13F portfolio, value $141,019.
13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,380 sharesChange vs previous 13F -1,769 shares
0.01% of the 13F portfolio, value $168,866.
13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,149 sharesChange vs previous 13F +129 shares
0.01% of the 13F portfolio, value $195,164.
13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,020 sharesChange vs previous 13F +228 shares
0.02% of the 13F portfolio, value $212,784.
13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,792 sharesChange vs previous 13F +1,104 shares
0.01% of the 13F portfolio, value $172,952.
13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,688 sharesChange vs previous 13F +29,688 shares
0.01% of the 13F portfolio, value $147,055.
13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.