PDS Planning, Inc: NVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on NVO, newest first. How the timeline and the estimate are built.
PDS Planning, Inc held 14,461 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 14,461 sharesChange vs previous 13F +5,874 shares
0.04% of the 13F portfolio, value $693,260.
13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,587 sharesChange vs previous 13F -5,789 shares
0.02% of the 13F portfolio, value $315,572.
13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,376 sharesChange vs previous 13F +2,639 shares
0.05% of the 13F portfolio, value $731,451.
13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,737 sharesChange vs previous 13F -1,806 shares
0.05% of the 13F portfolio, value $651,286.
13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,543 sharesChange vs previous 13F -309 shares
0.07% of the 13F portfolio, value $934,738.
13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,852 sharesChange vs previous 13F +546 shares
0.08% of the 13F portfolio, value $961,883.
13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,306 sharesChange vs previous 13F +184 shares
0.1% of the 13F portfolio, value $1,144,582.
13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,122 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,562,437.
13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).