Skip to content
Disclosery

PDS Planning, Inc: RBA position timeline

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

PDS Planning, Inc held 2,347 RBA 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 2,347 shares
    Change vs previous 13F +201 shares

    0.02% of the 13F portfolio, value $273,308.

    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 2,146 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $205,694.

    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 2,129 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $219,010.

    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 2,186 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $236,875.

    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 2,135 shares
    Change vs previous 13F +77 shares

    0.02% of the 13F portfolio, value $226,716.

    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 2,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,417.

    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).