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PDS Planning, Inc: VIG position timeline

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

PDS Planning, Inc held 293,378 VIG 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 293,378 shares
    Change vs previous 13F +10,168 shares

    4.02% of the 13F portfolio, value $69,419,049.

    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 283,210 shares
    Change vs previous 13F +5,404 shares

    4.02% of the 13F portfolio, value $60,907,197.

    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 277,806 shares
    Change vs previous 13F +1,771 shares

    4.08% of the 13F portfolio, value $61,056,155.

    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 276,035 shares
    Change vs previous 13F +4,252 shares

    4.12% of the 13F portfolio, value $59,565,493.

    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 271,783 shares
    Change vs previous 13F +4,027 shares

    4.15% of the 13F portfolio, value $55,625,924.

    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 267,756 shares
    Change vs previous 13F +4,759 shares

    4.38% of the 13F portfolio, value $51,941,941.

    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 262,997 shares
    Change vs previous 13F +2,177 shares

    4.58% of the 13F portfolio, value $51,502,698.

    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 260,820 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $51,657,939.

    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).