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Disclosery

PDS Planning, Inc: VTV position timeline

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

PDS Planning, Inc held 11,604 VTV 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 11,604 shares
    Change vs previous 13F +60 shares

    0.15% of the 13F portfolio, value $2,528,888.

    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 11,544 shares
    Change vs previous 13F -191 shares

    0.15% of the 13F portfolio, value $2,264,895.

    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 11,735 shares
    Change vs previous 13F +167 shares

    0.15% of the 13F portfolio, value $2,241,299.

    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 11,568 shares
    Change vs previous 13F +45 shares

    0.15% of the 13F portfolio, value $2,157,363.

    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 11,523 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $2,036,506.

    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 11,522 shares
    Change vs previous 13F -12 shares

    0.17% of the 13F portfolio, value $1,990,243.

    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 11,534 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $1,952,627.

    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 11,159 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,948,103.

    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).