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Disclosery

PDS Planning, Inc: META position timeline

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

PDS Planning, Inc held 12,542 META 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 12,542 shares
    Change vs previous 13F +302 shares

    0.41% of the 13F portfolio, value $7,064,801.

    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 12,240 shares
    Change vs previous 13F -13 shares

    0.46% of the 13F portfolio, value $7,002,889.

    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 12,253 shares
    Change vs previous 13F +208 shares

    0.54% of the 13F portfolio, value $8,088,083.

    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 12,045 shares
    Change vs previous 13F -5 shares

    0.61% of the 13F portfolio, value $8,845,607.

    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 12,050 shares
    Change vs previous 13F +958 shares

    0.66% of the 13F portfolio, value $8,893,985.

    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 11,092 shares
    Change vs previous 13F +1,142 shares

    0.54% of the 13F portfolio, value $6,392,985.

    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 9,950 shares
    Change vs previous 13F +132 shares

    0.52% of the 13F portfolio, value $5,825,904.

    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 9,818 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,620,276.

    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).