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Disclosery

PDS Planning, Inc: VWO position timeline

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

PDS Planning, Inc held 1,068,327 VWO 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 1,068,327 shares
    Change vs previous 13F +20,937 shares

    3.69% of the 13F portfolio, value $63,768,432.

    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 1,047,390 shares
    Change vs previous 13F +6,427 shares

    3.73% of the 13F portfolio, value $56,611,444.

    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 1,040,963 shares
    Change vs previous 13F -4,213 shares

    3.74% of the 13F portfolio, value $55,962,197.

    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 1,045,176 shares
    Change vs previous 13F +2,669 shares

    3.92% of the 13F portfolio, value $56,627,636.

    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 1,042,507 shares
    Change vs previous 13F +32,288 shares

    3.84% of the 13F portfolio, value $51,562,392.

    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 1,010,219 shares
    Change vs previous 13F +28,454 shares

    3.85% of the 13F portfolio, value $45,722,507.

    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 981,765 shares
    Change vs previous 13F +34,349 shares

    3.84% of the 13F portfolio, value $43,236,937.

    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 947,416 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $45,333,872.

    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).