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Disclosery

PDS Planning, Inc: MPT position timeline

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

PDS Planning, Inc held 18,898 MPT 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 18,898 shares
    Change vs previous 13F -1,466 shares

    0.01% of the 13F portfolio, value $87,309.

    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 20,364 shares
    Change vs previous 13F +5,282 shares

    0.01% of the 13F portfolio, value $94,285.

    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 15,082 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $75,410.

    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 15,021 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $76,156.

    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 15,114 shares
    Change vs previous 13F +2,137 shares

    <0.01% of the 13F portfolio, value $65,141.

    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 12,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $78,251.

    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).