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Disclosery

PDS Planning, Inc: MUFG position timeline

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

PDS Planning, Inc held 24,756 MUFG 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 24,756 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $492,397.

    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 24,756 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $420,109.

    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 24,756 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $392,630.

    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 24,756 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $394,611.

    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 24,653 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $338,239.

    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 24,653 shares
    Change vs previous 13F +306 shares

    0.03% of the 13F portfolio, value $336,020.

    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 24,347 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $285,347.

    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 24,347 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,852.

    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).