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PDS Planning, Inc: PG position timeline

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

PDS Planning, Inc held 37,838 PG 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 37,838 shares
    Change vs previous 13F -345 shares

    0.32% of the 13F portfolio, value $5,548,610.

    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 38,183 shares
    Change vs previous 13F +2,296 shares

    0.36% of the 13F portfolio, value $5,515,176.

    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 35,887 shares
    Change vs previous 13F -2,585 shares

    0.34% of the 13F portfolio, value $5,142,994.

    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 38,472 shares
    Change vs previous 13F +747 shares

    0.41% of the 13F portfolio, value $5,911,239.

    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 37,725 shares
    Change vs previous 13F +956 shares

    0.45% of the 13F portfolio, value $6,010,275.

    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 36,769 shares
    Change vs previous 13F +1,124 shares

    0.53% of the 13F portfolio, value $6,266,173.

    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 35,645 shares
    Change vs previous 13F +2,987 shares

    0.53% of the 13F portfolio, value $5,975,826.

    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 32,658 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,656,442.

    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).