Skip to content
Disclosery

PDS Planning, Inc: TD position timeline

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

PDS Planning, Inc held 7,876 TD 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 7,876 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $956,383.

    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 7,828 shares
    Change vs previous 13F -39 shares

    0.05% of the 13F portfolio, value $730,431.

    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 7,867 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $741,071.

    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 7,808 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $624,250.

    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 7,639 shares
    Change vs previous 13F +675 shares

    0.04% of the 13F portfolio, value $561,085.

    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 6,964 shares
    Change vs previous 13F +1,208 shares

    0.04% of the 13F portfolio, value $417,422.

    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 5,756 shares
    Change vs previous 13F -601 shares

    0.03% of the 13F portfolio, value $306,449.

    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 6,357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $402,144.

    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).