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Disclosery

PDS Planning, Inc: SMFG position timeline

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

PDS Planning, Inc held 50,641 SMFG 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 50,641 shares
    Change vs previous 13F +422 shares

    0.07% of the 13F portfolio, value $1,194,115.

    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 50,219 shares
    Change vs previous 13F -64 shares

    0.07% of the 13F portfolio, value $991,825.

    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 50,283 shares
    Change vs previous 13F +952 shares

    0.06% of the 13F portfolio, value $971,970.

    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 49,331 shares
    Change vs previous 13F +2,281 shares

    0.06% of the 13F portfolio, value $825,801.

    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 47,050 shares
    Change vs previous 13F +1,051 shares

    0.05% of the 13F portfolio, value $710,926.

    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 45,999 shares
    Change vs previous 13F +2,758 shares

    0.06% of the 13F portfolio, value $711,145.

    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 43,241 shares
    Change vs previous 13F -871 shares

    0.06% of the 13F portfolio, value $626,562.

    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 44,112 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $557,135.

    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).