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Disclosery

PDS Planning, Inc: TSLA position timeline

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

PDS Planning, Inc held 16,395 TSLA 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 16,395 shares
    Change vs previous 13F +638 shares

    0.4% of the 13F portfolio, value $6,895,737.

    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 15,757 shares
    Change vs previous 13F +12 shares

    0.39% of the 13F portfolio, value $5,857,665.

    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 15,745 shares
    Change vs previous 13F +136 shares

    0.47% of the 13F portfolio, value $7,080,841.

    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 15,609 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $6,941,634.

    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 15,608 shares
    Change vs previous 13F +1,173 shares

    0.37% of the 13F portfolio, value $4,958,037.

    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 14,435 shares
    Change vs previous 13F +1,245 shares

    0.32% of the 13F portfolio, value $3,740,975.

    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 13,190 shares
    Change vs previous 13F +266 shares

    0.47% of the 13F portfolio, value $5,326,650.

    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 12,924 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,381,306.

    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).