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Disclosery

PDS Planning, Inc: SAN position timeline

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

PDS Planning, Inc held 67,009 SAN 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 67,009 shares
    Change vs previous 13F +652 shares

    0.05% of the 13F portfolio, value $924,724.

    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 66,357 shares
    Change vs previous 13F +1,290 shares

    0.05% of the 13F portfolio, value $748,507.

    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 65,067 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $763,236.

    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 64,842 shares
    Change vs previous 13F +3,662 shares

    0.05% of the 13F portfolio, value $679,544.

    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 61,180 shares
    Change vs previous 13F +514 shares

    0.04% of the 13F portfolio, value $507,794.

    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 60,666 shares
    Change vs previous 13F +7,517 shares

    0.03% of the 13F portfolio, value $406,462.

    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 53,149 shares
    Change vs previous 13F +2,670 shares

    0.02% of the 13F portfolio, value $242,359.

    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 50,479 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $257,443.

    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).