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Disclosery

PDS Planning, Inc: PSX position timeline

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

PDS Planning, Inc held 4,208 PSX 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 4,208 shares
    Change vs previous 13F +341 shares

    0.04% of the 13F portfolio, value $711,388.

    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 3,867 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $704,518.

    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 3,890 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $501,985.

    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 3,880 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $527,778.

    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 3,924 shares
    Change vs previous 13F +503 shares

    0.03% of the 13F portfolio, value $468,132.

    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 3,421 shares
    Change vs previous 13F +338 shares

    0.04% of the 13F portfolio, value $422,465.

    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 3,083 shares
    Change vs previous 13F -86 shares

    0.03% of the 13F portfolio, value $351,214.

    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 3,169 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $416,565.

    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).