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Disclosery

PDS Planning, Inc: JEPQ position timeline

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

PDS Planning, Inc held 45,203 JEPQ 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 45,203 shares
    Change vs previous 13F +955 shares

    0.16% of the 13F portfolio, value $2,778,174.

    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 44,248 shares
    Change vs previous 13F +751 shares

    0.16% of the 13F portfolio, value $2,456,660.

    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 43,497 shares
    Change vs previous 13F +707 shares

    0.17% of the 13F portfolio, value $2,528,050.

    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 42,790 shares
    Change vs previous 13F +2,593 shares

    0.17% of the 13F portfolio, value $2,461,266.

    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 40,197 shares
    Change vs previous 13F +792 shares

    0.16% of the 13F portfolio, value $2,186,731.

    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 39,405 shares
    Change vs previous 13F +2,511 shares

    0.17% of the 13F portfolio, value $2,040,404.

    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 36,894 shares
    Change vs previous 13F +206 shares

    0.18% of the 13F portfolio, value $2,080,108.

    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 36,688 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,015,260.

    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).