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Disclosery

PDS Planning, Inc: VO position timeline

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

PDS Planning, Inc held 962,079 VO 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 962,079 shares
    Change vs previous 13F +728,808 shares

    4.49% of the 13F portfolio, value $77,514,716.

    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 233,271 shares
    Change vs previous 13F +5,488 shares

    4.42% of the 13F portfolio, value $66,990,736.

    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 227,783 shares
    Change vs previous 13F +3,913 shares

    4.42% of the 13F portfolio, value $66,107,315.

    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 223,870 shares
    Change vs previous 13F +4,787 shares

    4.55% of the 13F portfolio, value $65,759,590.

    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 219,083 shares
    Change vs previous 13F +11,508 shares

    4.57% of the 13F portfolio, value $61,305,964.

    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 207,575 shares
    Change vs previous 13F +4,966 shares

    4.53% of the 13F portfolio, value $53,682,942.

    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 202,609 shares
    Change vs previous 13F +3,198 shares

    4.75% of the 13F portfolio, value $53,515,152.

    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 199,411 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $52,610,686.

    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).