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Disclosery

PDS Planning, Inc: UPS position timeline

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

PDS Planning, Inc held 33,969 UPS 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 33,969 shares
    Change vs previous 13F -119 shares

    0.21% of the 13F portfolio, value $3,651,658.

    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 34,088 shares
    Change vs previous 13F -646 shares

    0.22% of the 13F portfolio, value $3,353,552.

    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 34,734 shares
    Change vs previous 13F +887 shares

    0.23% of the 13F portfolio, value $3,445,218.

    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 33,847 shares
    Change vs previous 13F -934 shares

    0.2% of the 13F portfolio, value $2,827,239.

    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 34,781 shares
    Change vs previous 13F +132 shares

    0.26% of the 13F portfolio, value $3,510,798.

    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 34,649 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $3,811,007.

    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 34,583 shares
    Change vs previous 13F +327 shares

    0.39% of the 13F portfolio, value $4,360,911.

    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 34,256 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,670,444.

    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).