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Disclosery

PDS Planning, Inc: SU position timeline

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

PDS Planning, Inc held 6,627 SU 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 6,627 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $355,737.

    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 6,634 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $438,574.

    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 6,635 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $294,329.

    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 6,562 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $274,357.

    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 6,542 shares
    Change vs previous 13F +1,053 shares

    0.02% of the 13F portfolio, value $244,998.

    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 5,489 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,534.

    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).