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Disclosery

PDS Planning, Inc: PFE position timeline

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

PDS Planning, Inc held 31,747 PFE 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 31,747 shares
    Change vs previous 13F -3,384 shares

    0.04% of the 13F portfolio, value $764,464.

    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 35,131 shares
    Change vs previous 13F +1,785 shares

    0.07% of the 13F portfolio, value $986,479.

    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 33,346 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $830,324.

    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 32,251 shares
    Change vs previous 13F -1,824 shares

    0.06% of the 13F portfolio, value $821,745.

    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 34,075 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $825,971.

    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 34,147 shares
    Change vs previous 13F +1,439 shares

    0.07% of the 13F portfolio, value $865,289.

    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 32,708 shares
    Change vs previous 13F +1,262 shares

    0.08% of the 13F portfolio, value $867,738.

    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 31,446 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $910,051.

    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).