Skip to content
Disclosery

PDS Planning, Inc: IJH position timeline

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

PDS Planning, Inc held 228,661 IJH 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 228,661 shares
    Change vs previous 13F -2,494 shares

    1.02% of the 13F portfolio, value $17,632,026.

    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 231,155 shares
    Change vs previous 13F +2,468 shares

    1.03% of the 13F portfolio, value $15,609,928.

    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 228,687 shares
    Change vs previous 13F +1,778 shares

    1.01% of the 13F portfolio, value $15,093,334.

    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 226,909 shares
    Change vs previous 13F -2,420 shares

    1.02% of the 13F portfolio, value $14,808,102.

    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 229,329 shares
    Change vs previous 13F -4,540 shares

    1.06% of the 13F portfolio, value $14,222,987.

    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 233,869 shares
    Change vs previous 13F +11,751 shares

    1.15% of the 13F portfolio, value $13,646,252.

    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 222,118 shares
    Change vs previous 13F -3,863 shares

    1.23% of the 13F portfolio, value $13,840,192.

    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 225,981 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $14,083,151.

    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).