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PDS Planning, Inc: VNQ position timeline

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

PDS Planning, Inc held 66,024 VNQ 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 66,024 shares
    Change vs previous 13F -196 shares

    0.37% of the 13F portfolio, value $6,366,735.

    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 66,220 shares
    Change vs previous 13F +1,900 shares

    0.39% of the 13F portfolio, value $5,873,694.

    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 64,320 shares
    Change vs previous 13F +2,691 shares

    0.38% of the 13F portfolio, value $5,691,672.

    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 61,629 shares
    Change vs previous 13F -558 shares

    0.39% of the 13F portfolio, value $5,634,133.

    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 62,187 shares
    Change vs previous 13F -2,156 shares

    0.41% of the 13F portfolio, value $5,538,332.

    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 64,343 shares
    Change vs previous 13F +4,063 shares

    0.49% of the 13F portfolio, value $5,825,655.

    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 60,280 shares
    Change vs previous 13F +1,594 shares

    0.48% of the 13F portfolio, value $5,369,783.

    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 58,686 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,717,204.

    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).