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Disclosery

PDS Planning, Inc: JPM position timeline

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

PDS Planning, Inc held 49,614 JPM 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 49,614 shares
    Change vs previous 13F +403 shares

    0.94% of the 13F portfolio, value $16,240,251.

    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 49,211 shares
    Change vs previous 13F -160 shares

    0.95% of the 13F portfolio, value $14,475,818.

    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 49,371 shares
    Change vs previous 13F -1,282 shares

    1.06% of the 13F portfolio, value $15,908,424.

    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 50,653 shares
    Change vs previous 13F -1,271 shares

    1.11% of the 13F portfolio, value $15,977,349.

    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 51,924 shares
    Change vs previous 13F +4,265 shares

    1.12% of the 13F portfolio, value $15,053,388.

    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 47,659 shares
    Change vs previous 13F +1,095 shares

    0.99% of the 13F portfolio, value $11,690,846.

    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 46,564 shares
    Change vs previous 13F +5,834 shares

    0.99% of the 13F portfolio, value $11,161,967.

    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 40,730 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,588,349.

    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).