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PDS Planning, Inc: TMO position timeline

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

PDS Planning, Inc held 3,114 TMO 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 3,114 shares
    Change vs previous 13F -59 shares

    0.09% of the 13F portfolio, value $1,561,366.

    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 3,173 shares
    Change vs previous 13F +133 shares

    0.1% of the 13F portfolio, value $1,559,627.

    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 3,040 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $1,761,279.

    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 2,978 shares
    Change vs previous 13F +112 shares

    0.1% of the 13F portfolio, value $1,444,181.

    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 2,866 shares
    Change vs previous 13F -141 shares

    0.09% of the 13F portfolio, value $1,162,163.

    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 3,007 shares
    Change vs previous 13F +209 shares

    0.13% of the 13F portfolio, value $1,496,286.

    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 2,798 shares
    Change vs previous 13F +507 shares

    0.13% of the 13F portfolio, value $1,455,502.

    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 2,291 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,416,909.

    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).