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Disclosery

PDS Planning, Inc: ISTB position timeline

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

PDS Planning, Inc held 36,499 ISTB 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 36,499 shares
    Change vs previous 13F -4,519 shares

    0.1% of the 13F portfolio, value $1,761,098.

    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 41,018 shares
    Change vs previous 13F -269 shares

    0.13% of the 13F portfolio, value $1,987,739.

    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 41,287 shares
    Change vs previous 13F -2,454 shares

    0.13% of the 13F portfolio, value $2,012,759.

    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 43,741 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $2,136,326.

    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 43,627 shares
    Change vs previous 13F +458 shares

    0.16% of the 13F portfolio, value $2,122,442.

    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 43,169 shares
    Change vs previous 13F -320 shares

    0.18% of the 13F portfolio, value $2,087,224.

    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 43,489 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $2,077,466.

    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 43,293 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,107,496.

    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).