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Disclosery

PDS Planning, Inc: MFC position timeline

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

PDS Planning, Inc held 11,656 MFC 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 11,656 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $472,185.

    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 11,526 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $396,955.

    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 11,526 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $418,163.

    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 11,563 shares
    Change vs previous 13F +446 shares

    0.02% of the 13F portfolio, value $360,187.

    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 11,117 shares
    Change vs previous 13F +464 shares

    0.03% of the 13F portfolio, value $355,299.

    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 10,653 shares
    Change vs previous 13F +673 shares

    0.03% of the 13F portfolio, value $331,841.

    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 9,980 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $306,486.

    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 9,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $290,890.

    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).