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Disclosery

PDS Planning, Inc: NMR position timeline

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

PDS Planning, Inc held 40,652 NMR 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 40,652 shares
    Change vs previous 13F -3,148 shares

    0.02% of the 13F portfolio, value $356,925.

    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 43,800 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $345,582.

    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 43,587 shares
    Change vs previous 13F +2,152 shares

    0.02% of the 13F portfolio, value $365,695.

    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 41,435 shares
    Change vs previous 13F +5,855 shares

    0.02% of the 13F portfolio, value $301,232.

    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 35,580 shares
    Change vs previous 13F -3,811 shares

    0.02% of the 13F portfolio, value $234,116.

    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 39,391 shares
    Change vs previous 13F +3,888 shares

    0.02% of the 13F portfolio, value $242,255.

    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 35,503 shares
    Change vs previous 13F -791 shares

    0.02% of the 13F portfolio, value $205,562.

    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 36,294 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $189,455.

    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).