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PDS Planning, Inc: OUNZ position timeline

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

PDS Planning, Inc held 167,778 OUNZ 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 167,778 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $6,474,553.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $7,558,399.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $6,959,431.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $6,239,664.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $5,350,440.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $5,056,829.

    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 167,778 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,244,783.

    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 167,778 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,259,883.

    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).