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Disclosery

PDS Planning, Inc: SCHB position timeline

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

PDS Planning, Inc held 82,474 SCHB 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 82,474 shares
    Change vs previous 13F +28,254 shares

    0.14% of the 13F portfolio, value $2,388,440.

    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 54,220 shares
    Change vs previous 13F +99 shares

    0.09% of the 13F portfolio, value $1,360,915.

    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 54,121 shares
    Change vs previous 13F -1,506 shares

    0.09% of the 13F portfolio, value $1,419,603.

    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 55,627 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $1,430,167.

    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 55,590 shares
    Change vs previous 13F -154 shares

    0.1% of the 13F portfolio, value $1,324,700.

    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 55,744 shares
    Change vs previous 13F -2,716 shares

    0.1% of the 13F portfolio, value $1,200,163.

    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 58,460 shares
    Change vs previous 13F +38,256 shares

    0.12% of the 13F portfolio, value $1,327,049.

    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 20,204 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,343,956.

    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).