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Disclosery

PDS Planning, Inc: KEP position timeline

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

PDS Planning, Inc held 68,239 KEP 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 68,239 shares
    Change vs previous 13F +40,292 shares

    0.05% of the 13F portfolio, value $825,692.

    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 27,947 shares
    Change vs previous 13F +2,325 shares

    0.03% of the 13F portfolio, value $398,245.

    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 25,622 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $422,763.

    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 25,406 shares
    Change vs previous 13F -1,347 shares

    0.02% of the 13F portfolio, value $331,548.

    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 26,753 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $380,963.

    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 26,817 shares
    Change vs previous 13F +2,473 shares

    0.02% of the 13F portfolio, value $198,714.

    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 24,344 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $167,487.

    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 24,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $188,374.

    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).