Skip to content
Disclosery

PDS Planning, Inc: VB position timeline

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

PDS Planning, Inc held 52,128 VB 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 52,128 shares
    Change vs previous 13F +123 shares

    0.91% of the 13F portfolio, value $15,801,044.

    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 52,005 shares
    Change vs previous 13F -71 shares

    0.9% of the 13F portfolio, value $13,621,184.

    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 52,076 shares
    Change vs previous 13F +1,215 shares

    0.9% of the 13F portfolio, value $13,432,945.

    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 50,861 shares
    Change vs previous 13F -579 shares

    0.89% of the 13F portfolio, value $12,932,914.

    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 51,440 shares
    Change vs previous 13F +5,668 shares

    0.91% of the 13F portfolio, value $12,190,324.

    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 45,772 shares
    Change vs previous 13F -97 shares

    0.86% of the 13F portfolio, value $10,149,945.

    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 45,869 shares
    Change vs previous 13F -719 shares

    0.98% of the 13F portfolio, value $11,021,374.

    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 46,588 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $11,051,163.

    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).