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Disclosery

PDS Planning, Inc: JEPI position timeline

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

PDS Planning, Inc held 34,622 JEPI 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 34,622 shares
    Change vs previous 13F +624 shares

    0.11% of the 13F portfolio, value $1,955,423.

    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 33,998 shares
    Change vs previous 13F +744 shares

    0.13% of the 13F portfolio, value $1,927,020.

    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 33,254 shares
    Change vs previous 13F +434 shares

    0.13% of the 13F portfolio, value $1,903,476.

    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 32,820 shares
    Change vs previous 13F +2,577 shares

    0.13% of the 13F portfolio, value $1,874,035.

    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 30,243 shares
    Change vs previous 13F +540 shares

    0.13% of the 13F portfolio, value $1,719,323.

    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 29,703 shares
    Change vs previous 13F +2,553 shares

    0.14% of the 13F portfolio, value $1,697,203.

    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 27,150 shares
    Change vs previous 13F +330 shares

    0.14% of the 13F portfolio, value $1,561,948.

    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 26,820 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,596,036.

    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).