Skip to content
Disclosery

PDS Planning, Inc: PKX position timeline

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

PDS Planning, Inc held 14,931 PKX 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 14,931 shares
    Change vs previous 13F +5,949 shares

    0.04% of the 13F portfolio, value $767,155.

    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 8,982 shares
    Change vs previous 13F +2,552 shares

    0.03% of the 13F portfolio, value $525,357.

    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 6,430 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $342,140.

    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 6,147 shares
    Change vs previous 13F +763 shares

    0.02% of the 13F portfolio, value $302,494.

    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 5,384 shares
    Change vs previous 13F -662 shares

    0.02% of the 13F portfolio, value $261,070.

    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 6,046 shares
    Change vs previous 13F +1,073 shares

    0.02% of the 13F portfolio, value $287,366.

    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 4,973 shares
    Change vs previous 13F +911 shares

    0.02% of the 13F portfolio, value $215,629.

    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 4,062 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $284,299.

    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).