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PDS Planning, Inc: NOW position timeline

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

PDS Planning, Inc held 18,902 NOW 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 18,902 shares
    Change vs previous 13F +1,475 shares

    0.11% of the 13F portfolio, value $1,876,591.

    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 17,427 shares
    Change vs previous 13F +9,539 shares

    0.12% of the 13F portfolio, value $1,821,993.

    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 7,888 shares
    Change vs previous 13F +4,420 shares

    0.08% of the 13F portfolio, value $1,208,363.

    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 3,468 shares
    Change vs previous 13F +51 shares

    0.22% of the 13F portfolio, value $3,191,531.

    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 3,417 shares
    Change vs previous 13F +32 shares

    0.26% of the 13F portfolio, value $3,512,949.

    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 3,385 shares
    Change vs previous 13F +108 shares

    0.23% of the 13F portfolio, value $2,694,934.

    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 3,277 shares
    Change vs previous 13F -14 shares

    0.31% of the 13F portfolio, value $3,474,013.

    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 3,291 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,943,437.

    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).