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Disclosery

PDS Planning, Inc: IGSB position timeline

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

PDS Planning, Inc held 801,548 IGSB 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 801,548 shares
    Change vs previous 13F +33,025 shares

    2.43% of the 13F portfolio, value $42,009,128.

    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 768,523 shares
    Change vs previous 13F +39,127 shares

    2.66% of the 13F portfolio, value $40,393,550.

    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 729,396 shares
    Change vs previous 13F -17,487 shares

    2.58% of the 13F portfolio, value $38,570,450.

    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 746,883 shares
    Change vs previous 13F +26,972 shares

    2.74% of the 13F portfolio, value $39,607,230.

    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 719,911 shares
    Change vs previous 13F +43,203 shares

    2.83% of the 13F portfolio, value $37,982,488.

    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 676,708 shares
    Change vs previous 13F +13,936 shares

    2.99% of the 13F portfolio, value $35,439,194.

    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 662,772 shares
    Change vs previous 13F +38,228 shares

    3.04% of the 13F portfolio, value $34,265,291.

    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 624,544 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $32,888,469.

    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).