Skip to content
Disclosery

PDS Planning, Inc: QQQ position timeline

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

PDS Planning, Inc held 2,206 QQQ 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 2,206 shares
    Change vs previous 13F +192 shares

    0.09% of the 13F portfolio, value $1,624,371.

    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 2,014 shares
    Change vs previous 13F +292 shares

    0.08% of the 13F portfolio, value $1,162,341.

    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 1,722 shares
    Change vs previous 13F -77 shares

    0.07% of the 13F portfolio, value $1,057,983.

    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 1,799 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $1,080,356.

    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 1,899 shares
    Change vs previous 13F -165 shares

    0.08% of the 13F portfolio, value $1,047,525.

    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 2,064 shares
    Change vs previous 13F -183 shares

    0.08% of the 13F portfolio, value $967,899.

    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 2,247 shares
    Change vs previous 13F +357 shares

    0.1% of the 13F portfolio, value $1,148,796.

    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 1,890 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $922,600.

    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).