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Disclosery

PDS Planning, Inc: UMC position timeline

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

PDS Planning, Inc held 69,876 UMC 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 69,876 shares
    Change vs previous 13F -2,149 shares

    0.11% of the 13F portfolio, value $1,901,326.

    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 72,025 shares
    Change vs previous 13F -1,851 shares

    0.04% of the 13F portfolio, value $646,785.

    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 73,876 shares
    Change vs previous 13F +5,478 shares

    0.04% of the 13F portfolio, value $580,665.

    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 68,398 shares
    Change vs previous 13F -2,360 shares

    0.04% of the 13F portfolio, value $518,457.

    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 70,758 shares
    Change vs previous 13F +2,387 shares

    0.04% of the 13F portfolio, value $541,299.

    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 68,371 shares
    Change vs previous 13F +10,543 shares

    0.04% of the 13F portfolio, value $488,853.

    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 57,828 shares
    Change vs previous 13F +3,001 shares

    0.03% of the 13F portfolio, value $375,304.

    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 54,827 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $461,643.

    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).