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PDS Planning, Inc: V position timeline

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

PDS Planning, Inc held 12,513 V 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 12,513 shares
    Change vs previous 13F +234 shares

    0.25% of the 13F portfolio, value $4,293,055.

    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 12,279 shares
    Change vs previous 13F +109 shares

    0.24% of the 13F portfolio, value $3,711,115.

    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 12,170 shares
    Change vs previous 13F +174 shares

    0.29% of the 13F portfolio, value $4,268,307.

    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 11,996 shares
    Change vs previous 13F -37 shares

    0.28% of the 13F portfolio, value $4,095,298.

    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 12,033 shares
    Change vs previous 13F +1,897 shares

    0.32% of the 13F portfolio, value $4,272,431.

    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 10,136 shares
    Change vs previous 13F +680 shares

    0.3% of the 13F portfolio, value $3,552,395.

    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 9,456 shares
    Change vs previous 13F +274 shares

    0.27% of the 13F portfolio, value $2,988,613.

    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 9,182 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,524,690.

    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).