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Disclosery

PDS Planning, Inc: VGT position timeline

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

PDS Planning, Inc held 15,606 VGT 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 15,606 shares
    Change vs previous 13F +13,724 shares

    0.11% of the 13F portfolio, value $1,865,289.

    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 1,882 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $1,313,208.

    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 1,872 shares
    Change vs previous 13F +27 shares

    0.09% of the 13F portfolio, value $1,411,283.

    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 1,845 shares
    Change vs previous 13F +272 shares

    0.1% of the 13F portfolio, value $1,377,251.

    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 1,573 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $1,043,436.

    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 1,558 shares
    Change vs previous 13F -699 shares

    0.07% of the 13F portfolio, value $844,827.

    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 2,257 shares
    Change vs previous 13F +102 shares

    0.12% of the 13F portfolio, value $1,403,429.

    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 2,155 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,264,075.

    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).