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Disclosery

PDS Planning, Inc: JPIE position timeline

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

PDS Planning, Inc held 36,947 JPIE 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 36,947 shares
    Change vs previous 13F -5,653 shares

    0.1% of the 13F portfolio, value $1,701,424.

    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 42,600 shares
    Change vs previous 13F +42 shares

    0.13% of the 13F portfolio, value $1,962,590.

    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 42,558 shares
    Change vs previous 13F +5,163 shares

    0.13% of the 13F portfolio, value $1,970,025.

    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 37,395 shares
    Change vs previous 13F +12,629 shares

    0.12% of the 13F portfolio, value $1,735,488.

    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 24,766 shares
    Change vs previous 13F +546 shares

    0.09% of the 13F portfolio, value $1,147,174.

    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 24,220 shares
    Change vs previous 13F +8,594 shares

    0.09% of the 13F portfolio, value $1,115,828.

    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 15,626 shares
    Change vs previous 13F -602 shares

    0.06% of the 13F portfolio, value $712,879.

    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 16,228 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $752,817.

    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).