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Disclosery

PDS Planning, Inc: VEU position timeline

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

PDS Planning, Inc held 111,098 VEU 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 111,098 shares
    Change vs previous 13F +2,228 shares

    0.54% of the 13F portfolio, value $9,304,457.

    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 108,870 shares
    Change vs previous 13F +2,038 shares

    0.54% of the 13F portfolio, value $8,176,125.

    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 106,832 shares
    Change vs previous 13F -1,464 shares

    0.52% of the 13F portfolio, value $7,858,535.

    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 108,296 shares
    Change vs previous 13F +434 shares

    0.53% of the 13F portfolio, value $7,729,121.

    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 107,862 shares
    Change vs previous 13F -3,640 shares

    0.54% of the 13F portfolio, value $7,250,455.

    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 111,502 shares
    Change vs previous 13F -5,429 shares

    0.57% of the 13F portfolio, value $6,763,722.

    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 116,931 shares
    Change vs previous 13F +851 shares

    0.6% of the 13F portfolio, value $6,713,010.

    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 116,080 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,313,059.

    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).