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Disclosery

PDS Planning, Inc: SDY position timeline

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

PDS Planning, Inc held 15,003 SDY 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 15,003 shares
    Change vs previous 13F -238 shares

    0.13% of the 13F portfolio, value $2,283,091.

    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 15,241 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $2,224,245.

    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 15,240 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $2,120,855.

    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 15,228 shares
    Change vs previous 13F -179 shares

    0.15% of the 13F portfolio, value $2,132,729.

    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 15,407 shares
    Change vs previous 13F -808 shares

    0.16% of the 13F portfolio, value $2,091,207.

    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 16,215 shares
    Change vs previous 13F -307 shares

    0.19% of the 13F portfolio, value $2,200,046.

    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 16,522 shares
    Change vs previous 13F -259 shares

    0.19% of the 13F portfolio, value $2,182,608.

    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 16,781 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,383,628.

    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).