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Disclosery

PDS Planning, Inc: IWP position timeline

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

PDS Planning, Inc held 2,504 IWP 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 2,504 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $366,607.

    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 2,501 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $320,447.

    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 2,500 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $342,365.

    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 2,497 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $355,637.

    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 2,495 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $346,040.

    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 2,493 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $292,879.

    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 2,509 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $317,984.

    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 2,506 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $293,981.

    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).