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PDS Planning, Inc: VTEB position timeline

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

PDS Planning, Inc held 275,456 VTEB 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 275,456 shares
    Change vs previous 13F +3,126 shares

    0.81% of the 13F portfolio, value $13,932,578.

    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 272,330 shares
    Change vs previous 13F +13,327 shares

    0.9% of the 13F portfolio, value $13,586,535.

    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 259,003 shares
    Change vs previous 13F +8,499 shares

    0.87% of the 13F portfolio, value $13,025,247.

    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 250,504 shares
    Change vs previous 13F +8,602 shares

    0.87% of the 13F portfolio, value $12,542,756.

    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 241,902 shares
    Change vs previous 13F +6,900 shares

    0.88% of the 13F portfolio, value $11,860,475.

    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 235,002 shares
    Change vs previous 13F +1,807 shares

    0.98% of the 13F portfolio, value $11,660,791.

    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 233,195 shares
    Change vs previous 13F +16,723 shares

    1.04% of the 13F portfolio, value $11,690,048.

    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 216,472 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $11,066,074.

    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).