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PDS Planning, Inc: T position timeline

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

PDS Planning, Inc held 38,536 T 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 38,536 shares
    Change vs previous 13F +879 shares

    0.05% of the 13F portfolio, value $797,701.

    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 37,657 shares
    Change vs previous 13F +5,449 shares

    0.07% of the 13F portfolio, value $1,091,675.

    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 32,208 shares
    Change vs previous 13F -7,778 shares

    0.05% of the 13F portfolio, value $800,042.

    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 39,986 shares
    Change vs previous 13F +677 shares

    0.08% of the 13F portfolio, value $1,129,198.

    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 39,309 shares
    Change vs previous 13F +2,627 shares

    0.08% of the 13F portfolio, value $1,137,615.

    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 36,682 shares
    Change vs previous 13F +3,632 shares

    0.09% of the 13F portfolio, value $1,037,366.

    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 33,050 shares
    Change vs previous 13F +1,470 shares

    0.07% of the 13F portfolio, value $752,558.

    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 31,580 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $694,764.

    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).