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Disclosery

PDS Planning, Inc: SUB position timeline

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

PDS Planning, Inc held 115,118 SUB 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 115,118 shares
    Change vs previous 13F +3,281 shares

    0.71% of the 13F portfolio, value $12,256,650.

    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 111,837 shares
    Change vs previous 13F +12,179 shares

    0.79% of the 13F portfolio, value $11,910,675.

    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 99,658 shares
    Change vs previous 13F +19,584 shares

    0.71% of the 13F portfolio, value $10,633,516.

    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 80,074 shares
    Change vs previous 13F +54 shares

    0.59% of the 13F portfolio, value $8,550,354.

    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 80,020 shares
    Change vs previous 13F +13,567 shares

    0.63% of the 13F portfolio, value $8,509,298.

    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 66,453 shares
    Change vs previous 13F -854 shares

    0.59% of the 13F portfolio, value $7,017,412.

    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 67,307 shares
    Change vs previous 13F +9,974 shares

    0.63% of the 13F portfolio, value $7,099,521.

    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 57,333 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,088,193.

    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).