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Disclosery

PDS Planning, Inc: IVV position timeline

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

PDS Planning, Inc held 157,386 IVV 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 157,386 shares
    Change vs previous 13F +3,706 shares

    6.82% of the 13F portfolio, value $117,865,107.

    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 153,680 shares
    Change vs previous 13F +3,491 shares

    6.62% of the 13F portfolio, value $100,385,329.

    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 150,189 shares
    Change vs previous 13F -784 shares

    6.87% of the 13F portfolio, value $102,870,597.

    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 150,973 shares
    Change vs previous 13F +2,418 shares

    6.99% of the 13F portfolio, value $101,046,347.

    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 148,555 shares
    Change vs previous 13F +5,759 shares

    6.87% of the 13F portfolio, value $92,238,061.

    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 142,796 shares
    Change vs previous 13F +2,997 shares

    6.76% of the 13F portfolio, value $80,237,033.

    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 139,799 shares
    Change vs previous 13F +3,003 shares

    7.31% of the 13F portfolio, value $82,296,872.

    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 136,796 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $78,906,766.

    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).