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Disclosery

PDS Planning, Inc: VXUS position timeline

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

PDS Planning, Inc held 8,618 VXUS 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 8,618 shares
    Change vs previous 13F -926 shares

    0.04% of the 13F portfolio, value $736,719.

    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 9,544 shares
    Change vs previous 13F +2,330 shares

    0.05% of the 13F portfolio, value $735,946.

    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 7,214 shares
    Change vs previous 13F +3,173 shares

    0.04% of the 13F portfolio, value $544,196.

    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 4,041 shares
    Change vs previous 13F +855 shares

    0.02% of the 13F portfolio, value $296,847.

    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 3,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,104.

    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).