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Disclosery

PDS Planning, Inc: JPST position timeline

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

PDS Planning, Inc held 23,237 JPST 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 23,237 shares
    Change vs previous 13F +594 shares

    0.07% of the 13F portfolio, value $1,175,097.

    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 22,643 shares
    Change vs previous 13F -2,018 shares

    0.08% of the 13F portfolio, value $1,145,944.

    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 24,661 shares
    Change vs previous 13F -2,961 shares

    0.08% of the 13F portfolio, value $1,247,604.

    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 27,622 shares
    Change vs previous 13F -4,192 shares

    0.1% of the 13F portfolio, value $1,401,281.

    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 31,814 shares
    Change vs previous 13F +3,709 shares

    0.12% of the 13F portfolio, value $1,612,344.

    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 28,105 shares
    Change vs previous 13F -4,015 shares

    0.12% of the 13F portfolio, value $1,422,953.

    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 32,120 shares
    Change vs previous 13F +8,267 shares

    0.14% of the 13F portfolio, value $1,617,909.

    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 23,853 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,210,325.

    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).