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Disclosery

PDS Planning, Inc: UBS position timeline

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

PDS Planning, Inc held 20,470 UBS 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 20,470 shares
    Change vs previous 13F +1,526 shares

    0.06% of the 13F portfolio, value $1,014,493.

    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 18,944 shares
    Change vs previous 13F +422 shares

    0.05% of the 13F portfolio, value $740,142.

    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 18,522 shares
    Change vs previous 13F -783 shares

    0.06% of the 13F portfolio, value $857,754.

    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 19,305 shares
    Change vs previous 13F +650 shares

    0.05% of the 13F portfolio, value $791,505.

    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 18,655 shares
    Change vs previous 13F +91 shares

    0.05% of the 13F portfolio, value $630,912.

    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 18,564 shares
    Change vs previous 13F +1,008 shares

    0.05% of the 13F portfolio, value $568,615.

    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 17,556 shares
    Change vs previous 13F +1,101 shares

    0.05% of the 13F portfolio, value $532,298.

    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 16,455 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $508,624.

    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).