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Disclosery

PDS Planning, Inc: SPYI position timeline

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

PDS Planning, Inc held 29,368 SPYI 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 29,368 shares
    Change vs previous 13F +594 shares

    0.09% of the 13F portfolio, value $1,559,128.

    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 28,774 shares
    Change vs previous 13F +1,359 shares

    0.09% of the 13F portfolio, value $1,420,550.

    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 27,415 shares
    Change vs previous 13F +487 shares

    0.1% of the 13F portfolio, value $1,440,091.

    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 26,928 shares
    Change vs previous 13F +2,123 shares

    0.1% of the 13F portfolio, value $1,408,359.

    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 24,805 shares
    Change vs previous 13F +2,522 shares

    0.09% of the 13F portfolio, value $1,248,208.

    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 22,283 shares
    Change vs previous 13F +1,967 shares

    0.09% of the 13F portfolio, value $1,067,143.

    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 20,316 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,032,439.

    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 20,316 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,040,769.

    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).