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Disclosery

PDS Planning, Inc: JMST position timeline

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

PDS Planning, Inc held 131,459 JMST 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 131,459 shares
    Change vs previous 13F +20,415 shares

    0.39% of the 13F portfolio, value $6,704,407.

    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 111,044 shares
    Change vs previous 13F +8,386 shares

    0.37% of the 13F portfolio, value $5,661,041.

    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 102,658 shares
    Change vs previous 13F -1,408 shares

    0.35% of the 13F portfolio, value $5,229,406.

    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 104,066 shares
    Change vs previous 13F -5,260 shares

    0.37% of the 13F portfolio, value $5,311,520.

    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 109,326 shares
    Change vs previous 13F -1,650 shares

    0.41% of the 13F portfolio, value $5,566,890.

    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 110,976 shares
    Change vs previous 13F +6,920 shares

    0.48% of the 13F portfolio, value $5,643,154.

    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 104,056 shares
    Change vs previous 13F -3,414 shares

    0.47% of the 13F portfolio, value $5,276,700.

    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 107,470 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,474,531.

    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).