PDS Planning, Inc: SKM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on SKM, newest first. How the timeline and the estimate are built.
PDS Planning, Inc held 28,156 SKM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 28,156 sharesChange vs previous 13F +2,842 shares
0.05% of the 13F portfolio, value $905,497.
13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,314 sharesChange vs previous 13F +10,917 shares
0.05% of the 13F portfolio, value $741,447.
13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,397 sharesChange vs previous 13F +767 shares
0.02% of the 13F portfolio, value $295,570.
13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,630 sharesChange vs previous 13F +1,080 shares
0.02% of the 13F portfolio, value $294,408.
13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,550 sharesChange vs previous 13F +1,276 shares
0.02% of the 13F portfolio, value $293,043.
13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,274 sharesChange vs previous 13F +11,274 shares
0.02% of the 13F portfolio, value $239,685.
13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -8,435 shares
13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 8,435 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $200,500.
13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).