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Disclosery

PDS Planning, Inc: SPY position timeline

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

PDS Planning, Inc held 7,364 SPY 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 7,364 shares
    Change vs previous 13F +414 shares

    0.32% of the 13F portfolio, value $5,499,457.

    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 6,950 shares
    Change vs previous 13F +930 shares

    0.3% of the 13F portfolio, value $4,520,019.

    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 6,020 shares
    Change vs previous 13F -28 shares

    0.27% of the 13F portfolio, value $4,105,186.

    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 6,048 shares
    Change vs previous 13F -63 shares

    0.28% of the 13F portfolio, value $4,029,056.

    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 6,111 shares
    Change vs previous 13F +40 shares

    0.28% of the 13F portfolio, value $3,775,618.

    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 6,071 shares
    Change vs previous 13F +15 shares

    0.29% of the 13F portfolio, value $3,395,792.

    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 6,056 shares
    Change vs previous 13F -188 shares

    0.32% of the 13F portfolio, value $3,549,347.

    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 6,244 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,582,281.

    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).