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PDS Planning, Inc: MO position timeline

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

PDS Planning, Inc held 12,427 MO 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 12,427 shares
    Change vs previous 13F +378 shares

    0.05% of the 13F portfolio, value $894,157.

    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 12,049 shares
    Change vs previous 13F +469 shares

    0.05% of the 13F portfolio, value $795,120.

    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 11,580 shares
    Change vs previous 13F -132 shares

    0.04% of the 13F portfolio, value $667,729.

    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 11,712 shares
    Change vs previous 13F +258 shares

    0.05% of the 13F portfolio, value $773,704.

    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 11,454 shares
    Change vs previous 13F +1,494 shares

    0.05% of the 13F portfolio, value $671,550.

    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 9,960 shares
    Change vs previous 13F +1,041 shares

    0.05% of the 13F portfolio, value $597,825.

    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 8,919 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $466,390.

    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 8,769 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $447,576.

    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).