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Disclosery

PDS Planning, Inc: VCSH position timeline

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

PDS Planning, Inc held 21,121 VCSH 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 21,121 shares
    Change vs previous 13F +484 shares

    0.1% of the 13F portfolio, value $1,669,227.

    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 20,637 shares
    Change vs previous 13F +3,069 shares

    0.11% of the 13F portfolio, value $1,635,884.

    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 17,568 shares
    Change vs previous 13F -788 shares

    0.09% of the 13F portfolio, value $1,400,698.

    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 18,356 shares
    Change vs previous 13F +1,645 shares

    0.1% of the 13F portfolio, value $1,467,205.

    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 16,711 shares
    Change vs previous 13F -1,357 shares

    0.1% of the 13F portfolio, value $1,328,526.

    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 18,068 shares
    Change vs previous 13F +209 shares

    0.12% of the 13F portfolio, value $1,426,314.

    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 17,859 shares
    Change vs previous 13F +7,203 shares

    0.12% of the 13F portfolio, value $1,393,144.

    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 10,656 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $846,277.

    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).