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Disclosery

PDS Planning, Inc: SHOP position timeline

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

PDS Planning, Inc held 9,535 SHOP 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 9,535 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $1,088,706.

    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 9,379 shares
    Change vs previous 13F +311 shares

    0.07% of the 13F portfolio, value $1,112,537.

    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 9,068 shares
    Change vs previous 13F -544 shares

    0.1% of the 13F portfolio, value $1,459,676.

    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 9,612 shares
    Change vs previous 13F -76 shares

    0.1% of the 13F portfolio, value $1,428,439.

    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 9,688 shares
    Change vs previous 13F -1,186 shares

    0.08% of the 13F portfolio, value $1,117,511.

    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 10,874 shares
    Change vs previous 13F -85 shares

    0.09% of the 13F portfolio, value $1,038,250.

    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 10,959 shares
    Change vs previous 13F +2,187 shares

    0.1% of the 13F portfolio, value $1,165,270.

    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 8,772 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $702,988.

    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).