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Disclosery

PDS Planning, Inc: VOO position timeline

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

PDS Planning, Inc held 11,364 VOO 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 11,364 shares
    Change vs previous 13F +759 shares

    0.45% of the 13F portfolio, value $7,804,571.

    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 10,605 shares
    Change vs previous 13F +397 shares

    0.42% of the 13F portfolio, value $6,337,054.

    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 10,208 shares
    Change vs previous 13F +368 shares

    0.43% of the 13F portfolio, value $6,401,749.

    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 9,840 shares
    Change vs previous 13F +452 shares

    0.42% of the 13F portfolio, value $6,025,533.

    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 9,388 shares
    Change vs previous 13F +585 shares

    0.4% of the 13F portfolio, value $5,332,547.

    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 8,803 shares
    Change vs previous 13F +545 shares

    0.38% of the 13F portfolio, value $4,523,711.

    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 8,258 shares
    Change vs previous 13F +243 shares

    0.4% of the 13F portfolio, value $4,449,467.

    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 8,015 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,229,441.

    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).