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Disclosery

PDS Planning, Inc: SPOT position timeline

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

PDS Planning, Inc held 1,226 SPOT 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 1,226 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $562,893.

    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 1,214 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $588,681.

    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 1,216 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $706,143.

    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 1,220 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $851,560.

    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 1,184 shares
    Change vs previous 13F +125 shares

    0.07% of the 13F portfolio, value $908,531.

    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 1,059 shares
    Change vs previous 13F +408 shares

    0.05% of the 13F portfolio, value $582,482.

    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 651 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $291,244.

    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).