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Disclosery

PDS Planning, Inc: SHG position timeline

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

PDS Planning, Inc held 19,494 SHG 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 19,494 shares
    Change vs previous 13F +3,419 shares

    0.07% of the 13F portfolio, value $1,232,996.

    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 16,075 shares
    Change vs previous 13F +1,170 shares

    0.07% of the 13F portfolio, value $985,719.

    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 14,905 shares
    Change vs previous 13F +958 shares

    0.05% of the 13F portfolio, value $799,355.

    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 13,947 shares
    Change vs previous 13F -285 shares

    0.05% of the 13F portfolio, value $702,510.

    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 14,232 shares
    Change vs previous 13F +561 shares

    0.05% of the 13F portfolio, value $643,002.

    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 13,671 shares
    Change vs previous 13F +785 shares

    0.04% of the 13F portfolio, value $438,566.

    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 12,886 shares
    Change vs previous 13F -261 shares

    0.04% of the 13F portfolio, value $423,692.

    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 13,147 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $557,038.

    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).