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Disclosery

PDS Planning, Inc: SUSB position timeline

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

PDS Planning, Inc held 9,800 SUSB 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 9,800 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $244,911.

    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 9,491 shares
    Change vs previous 13F +393 shares

    0.02% of the 13F portfolio, value $237,898.

    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 9,098 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $229,643.

    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 8,765 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $221,848.

    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 8,669 shares
    Change vs previous 13F -155 shares

    0.02% of the 13F portfolio, value $218,204.

    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 8,824 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $220,512.

    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 8,760 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $216,377.

    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 8,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,780.

    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).