Skip to content
Disclosery

PDS Planning, Inc: VZ position timeline

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

PDS Planning, Inc held 20,363 VZ 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 20,363 shares
    Change vs previous 13F -271 shares

    0.05% of the 13F portfolio, value $862,190.

    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 20,634 shares
    Change vs previous 13F +580 shares

    0.07% of the 13F portfolio, value $1,035,820.

    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 20,054 shares
    Change vs previous 13F -1,123 shares

    0.05% of the 13F portfolio, value $816,800.

    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 21,177 shares
    Change vs previous 13F -1,115 shares

    0.06% of the 13F portfolio, value $930,733.

    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 22,292 shares
    Change vs previous 13F +3,435 shares

    0.07% of the 13F portfolio, value $964,581.

    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 18,857 shares
    Change vs previous 13F +1,974 shares

    0.07% of the 13F portfolio, value $855,333.

    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 16,883 shares
    Change vs previous 13F -2,680 shares

    0.06% of the 13F portfolio, value $675,152.

    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 19,563 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $878,589.

    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).