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Disclosery

PDS Planning, Inc: UBER position timeline

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

PDS Planning, Inc held 9,118 UBER 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 9,118 shares
    Change vs previous 13F +442 shares

    0.04% of the 13F portfolio, value $657,955.

    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 8,676 shares
    Change vs previous 13F +163 shares

    0.04% of the 13F portfolio, value $624,065.

    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 8,513 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $695,597.

    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 8,904 shares
    Change vs previous 13F +433 shares

    0.06% of the 13F portfolio, value $872,325.

    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 8,471 shares
    Change vs previous 13F +1,019 shares

    0.06% of the 13F portfolio, value $790,344.

    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 7,452 shares
    Change vs previous 13F +1,978 shares

    0.05% of the 13F portfolio, value $542,953.

    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 5,474 shares
    Change vs previous 13F -387 shares

    0.03% of the 13F portfolio, value $330,192.

    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 5,861 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $440,513.

    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).