Skip to content
Disclosery

PDS Planning, Inc: PANW position timeline

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

PDS Planning, Inc held 5,065 PANW 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 5,065 shares
    Change vs previous 13F +191 shares

    0.1% of the 13F portfolio, value $1,727,259.

    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 4,874 shares
    Change vs previous 13F +1,526 shares

    0.05% of the 13F portfolio, value $781,396.

    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 3,348 shares
    Change vs previous 13F +137 shares

    0.04% of the 13F portfolio, value $616,698.

    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 3,211 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $653,819.

    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 3,226 shares
    Change vs previous 13F +119 shares

    0.05% of the 13F portfolio, value $660,164.

    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 3,107 shares
    Change vs previous 13F +517 shares

    0.04% of the 13F portfolio, value $530,175.

    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 2,590 shares
    Change vs previous 13F +1,313 shares

    0.04% of the 13F portfolio, value $471,272.

    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 1,277 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $436,475.

    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).