Skip to content
Disclosery

PDS Planning, Inc: NI position timeline

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

PDS Planning, Inc held 6,649 NI 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 6,649 shares
    Change vs previous 13F +541 shares

    0.02% of the 13F portfolio, value $316,140.

    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 6,108 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $285,012.

    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 6,061 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $253,127.

    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 6,043 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $261,658.

    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 6,024 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $243,019.

    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 5,825 shares
    Change vs previous 13F +89 shares

    0.02% of the 13F portfolio, value $233,539.

    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 5,736 shares
    Change vs previous 13F -1,827 shares

    0.02% of the 13F portfolio, value $210,844.

    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 7,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,052.

    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).