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Disclosery

PDS Planning, Inc: VTES position timeline

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

PDS Planning, Inc held 2,400 VTES 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 2,400 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $243,161.

    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 2,384 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $241,149.

    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 2,374 shares
    Change vs previous 13F +145 shares

    0.02% of the 13F portfolio, value $241,096.

    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 2,229 shares
    Change vs previous 13F +194 shares

    0.02% of the 13F portfolio, value $227,221.

    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 2,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,433.

    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).