Skip to content
Disclosery

PDS Planning, Inc: IEFA position timeline

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

PDS Planning, Inc held 188,300 IEFA 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 188,300 shares
    Change vs previous 13F +1,058 shares

    1.05% of the 13F portfolio, value $18,185,971.

    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 187,242 shares
    Change vs previous 13F -104 shares

    1.12% of the 13F portfolio, value $16,950,998.

    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 187,346 shares
    Change vs previous 13F -191 shares

    1.12% of the 13F portfolio, value $16,759,965.

    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 187,537 shares
    Change vs previous 13F -2,417 shares

    1.13% of the 13F portfolio, value $16,373,896.

    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 189,954 shares
    Change vs previous 13F +285 shares

    1.18% of the 13F portfolio, value $15,857,399.

    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 189,669 shares
    Change vs previous 13F -2,273 shares

    1.21% of the 13F portfolio, value $14,348,457.

    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 191,942 shares
    Change vs previous 13F +1,236 shares

    1.2% of the 13F portfolio, value $13,489,650.

    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 190,706 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $14,884,594.

    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).