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Disclosery

PDS Planning, Inc: VEA position timeline

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

PDS Planning, Inc held 1,779,207 VEA 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 1,779,207 shares
    Change vs previous 13F +37,508 shares

    7.34% of the 13F portfolio, value $126,768,527.

    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 1,741,699 shares
    Change vs previous 13F -28,413 shares

    7.36% of the 13F portfolio, value $111,608,069.

    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 1,770,112 shares
    Change vs previous 13F -821 shares

    7.39% of the 13F portfolio, value $110,578,917.

    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 1,770,933 shares
    Change vs previous 13F +12,055 shares

    7.34% of the 13F portfolio, value $106,114,298.

    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 1,758,878 shares
    Change vs previous 13F +67,394 shares

    7.47% of the 13F portfolio, value $100,273,658.

    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 1,691,484 shares
    Change vs previous 13F +56,290 shares

    7.25% of the 13F portfolio, value $85,978,126.

    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 1,635,194 shares
    Change vs previous 13F +63,567 shares

    6.95% of the 13F portfolio, value $78,194,992.

    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 1,571,627 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $82,997,636.

    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).