Skip to content
Disclosery

PDS Planning, Inc: SLB position timeline

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

PDS Planning, Inc held 5,784 SLB 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 5,784 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $268,898.

    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 5,734 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $294,670.

    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 5,633 shares
    Change vs previous 13F +5,633 shares

    0.01% of the 13F portfolio, value $216,195.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,901 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 4,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,597.

    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).