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PDS Planning, Inc: MU position timeline

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

PDS Planning, Inc held 6,120 MU 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 6,120 shares
    Change vs previous 13F +359 shares

    0.41% of the 13F portfolio, value $7,063,906.

    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 5,761 shares
    Change vs previous 13F +481 shares

    0.13% of the 13F portfolio, value $1,946,176.

    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 5,280 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $1,506,852.

    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 5,264 shares
    Change vs previous 13F +136 shares

    0.06% of the 13F portfolio, value $880,696.

    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 5,128 shares
    Change vs previous 13F +52 shares

    0.05% of the 13F portfolio, value $632,079.

    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 5,076 shares
    Change vs previous 13F +656 shares

    0.04% of the 13F portfolio, value $441,075.

    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 4,420 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $371,998.

    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 4,382 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $454,458.

    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).