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Disclosery

PDS Planning, Inc: LOW position timeline

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

PDS Planning, Inc held 4,721 LOW 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 4,721 shares
    Change vs previous 13F -266 shares

    0.06% of the 13F portfolio, value $1,041,006.

    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 4,987 shares
    Change vs previous 13F +232 shares

    0.08% of the 13F portfolio, value $1,178,426.

    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 4,755 shares
    Change vs previous 13F -126 shares

    0.08% of the 13F portfolio, value $1,146,602.

    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 4,881 shares
    Change vs previous 13F +118 shares

    0.08% of the 13F portfolio, value $1,226,571.

    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 4,763 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $1,056,775.

    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 4,691 shares
    Change vs previous 13F +259 shares

    0.09% of the 13F portfolio, value $1,094,121.

    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 4,432 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $1,093,834.

    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 4,407 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,193,645.

    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).