Skip to content
Disclosery

PDS Planning, Inc: URI position timeline

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

PDS Planning, Inc held 589 URI 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 589 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $667,272.

    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 584 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $425,479.

    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 551 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $445,935.

    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 555 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $529,836.

    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 550 shares
    Change vs previous 13F +61 shares

    0.03% of the 13F portfolio, value $414,370.

    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 489 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $306,456.

    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 462 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $325,451.

    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 462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $374,095.

    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).