Skip to content
Disclosery

PDS Planning, Inc: STXD position timeline

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

PDS Planning, Inc held 11,852 STXD 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 11,852 shares
    Change vs previous 13F -39 shares

    0.03% of the 13F portfolio, value $471,525.

    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 11,891 shares
    Change vs previous 13F +2,199 shares

    0.03% of the 13F portfolio, value $422,088.

    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 9,692 shares
    Change vs previous 13F +373 shares

    0.02% of the 13F portfolio, value $359,141.

    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 9,319 shares
    Change vs previous 13F +581 shares

    0.02% of the 13F portfolio, value $340,409.

    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 8,738 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $303,561.

    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 8,706 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $282,021.

    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 8,686 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $283,804.

    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 8,796 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $296,975.

    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).