Skip to content
Disclosery

PDS Planning, Inc: TT position timeline

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

PDS Planning, Inc held 1,281 TT 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 1,281 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $629,176.

    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 1,263 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $526,343.

    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 1,198 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $466,262.

    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 1,195 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $504,242.

    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 1,159 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $506,958.

    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 1,162 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $391,501.

    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 1,059 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $391,142.

    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 1,053 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $409,333.

    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).