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Disclosery

PDS Planning, Inc: PLTR position timeline

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

PDS Planning, Inc held 10,081 PLTR 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 10,081 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $1,176,150.

    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 10,275 shares
    Change vs previous 13F +1,080 shares

    0.1% of the 13F portfolio, value $1,503,027.

    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 9,195 shares
    Change vs previous 13F -643 shares

    0.11% of the 13F portfolio, value $1,634,411.

    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 9,838 shares
    Change vs previous 13F +312 shares

    0.12% of the 13F portfolio, value $1,794,648.

    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 9,526 shares
    Change vs previous 13F +1,571 shares

    0.1% of the 13F portfolio, value $1,298,584.

    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 7,955 shares
    Change vs previous 13F +1,833 shares

    0.06% of the 13F portfolio, value $671,402.

    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 6,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $463,007.

    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).