Skip to content
Disclosery

PDS Planning, Inc: MLM position timeline

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

PDS Planning, Inc held 560 MLM 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 560 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $322,952.

    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 554 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $326,129.

    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 559 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $348,067.

    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 539 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $339,721.

    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 537 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $294,792.

    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 452 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $216,115.

    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 431 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $222,612.

    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 422 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $227,142.

    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).