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Disclosery

PDS Planning, Inc: MUB position timeline

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

PDS Planning, Inc held 148,686 MUB 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 148,686 shares
    Change vs previous 13F +7,340 shares

    0.93% of the 13F portfolio, value $16,001,559.

    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 141,346 shares
    Change vs previous 13F +11,312 shares

    0.99% of the 13F portfolio, value $15,003,919.

    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 130,034 shares
    Change vs previous 13F +24,985 shares

    0.93% of the 13F portfolio, value $13,927,928.

    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 105,049 shares
    Change vs previous 13F -3,402 shares

    0.77% of the 13F portfolio, value $11,186,673.

    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 108,451 shares
    Change vs previous 13F +14,697 shares

    0.84% of the 13F portfolio, value $11,330,941.

    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 93,754 shares
    Change vs previous 13F +1,120 shares

    0.83% of the 13F portfolio, value $9,885,447.

    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 92,634 shares
    Change vs previous 13F +5,653 shares

    0.88% of the 13F portfolio, value $9,870,149.

    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 86,981 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,448,706.

    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).