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Disclosery

PDS Planning, Inc: IWN position timeline

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

PDS Planning, Inc held 7,096 IWN 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 7,096 shares
    Change vs previous 13F +102 shares

    0.09% of the 13F portfolio, value $1,569,538.

    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 6,994 shares
    Change vs previous 13F +536 shares

    0.09% of the 13F portfolio, value $1,326,044.

    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 6,458 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $1,170,178.

    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 6,440 shares
    Change vs previous 13F -4 shares

    0.08% of the 13F portfolio, value $1,138,627.

    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 6,444 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $1,016,571.

    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 6,440 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $972,320.

    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 6,430 shares
    Change vs previous 13F -143 shares

    0.09% of the 13F portfolio, value $1,055,621.

    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 6,573 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,096,526.

    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).