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Disclosery

PDS Planning, Inc: PLD position timeline

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

PDS Planning, Inc held 6,860 PLD 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 6,860 shares
    Change vs previous 13F +78 shares

    0.05% of the 13F portfolio, value $929,343.

    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 6,782 shares
    Change vs previous 13F +211 shares

    0.06% of the 13F portfolio, value $896,463.

    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 6,571 shares
    Change vs previous 13F +528 shares

    0.06% of the 13F portfolio, value $838,872.

    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 6,043 shares
    Change vs previous 13F -596 shares

    0.05% of the 13F portfolio, value $692,060.

    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 6,639 shares
    Change vs previous 13F +1,388 shares

    0.05% of the 13F portfolio, value $697,841.

    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 5,251 shares
    Change vs previous 13F +483 shares

    0.05% of the 13F portfolio, value $587,046.

    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 4,768 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $504,001.

    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 4,739 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $598,458.

    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).