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Disclosery

PDS Planning, Inc: SYK position timeline

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

PDS Planning, Inc held 2,242 SYK 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 2,242 shares
    Change vs previous 13F -430 shares

    0.04% of the 13F portfolio, value $706,006.

    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 2,672 shares
    Change vs previous 13F +404 shares

    0.06% of the 13F portfolio, value $878,132.

    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 2,268 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $797,283.

    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 2,383 shares
    Change vs previous 13F -133 shares

    0.06% of the 13F portfolio, value $881,079.

    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 2,516 shares
    Change vs previous 13F +744 shares

    0.07% of the 13F portfolio, value $995,565.

    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 1,772 shares
    Change vs previous 13F +210 shares

    0.06% of the 13F portfolio, value $659,729.

    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 1,562 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $562,402.

    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 1,422 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $513,717.

    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).