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Disclosery

PDS Planning, Inc: MSFT position timeline

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

PDS Planning, Inc held 53,615 MSFT 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 53,615 shares
    Change vs previous 13F -871 shares

    1.16% of the 13F portfolio, value $19,999,359.

    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 54,486 shares
    Change vs previous 13F +1,426 shares

    1.33% of the 13F portfolio, value $20,169,124.

    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 53,060 shares
    Change vs previous 13F +46 shares

    1.71% of the 13F portfolio, value $25,660,665.

    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 53,014 shares
    Change vs previous 13F +534 shares

    1.9% of the 13F portfolio, value $27,458,738.

    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 52,480 shares
    Change vs previous 13F +6,850 shares

    1.95% of the 13F portfolio, value $26,104,172.

    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 45,630 shares
    Change vs previous 13F +3,888 shares

    1.44% of the 13F portfolio, value $17,128,956.

    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 41,742 shares
    Change vs previous 13F +1,732 shares

    1.56% of the 13F portfolio, value $17,594,221.

    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 40,010 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $17,216,170.

    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).